See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $145,816 | $53,777+171.1% | $134,143+8.7% | $79,858+82.6% |
| Participation rate | 84.4% | 58.8%+25.6pp | 72.2%+12.2pp | 69.6%+14.7pp |
| Annual return | 14.07% | 19.01%-4.9pp | 36.33%-22.3pp | 31.71%-17.6pp |
| Employer contribution / active EE | $5,349 | $1,321+304.8% | $3,704+44.4% | $2,471+116.5% |
| Participant deferral / active EE | $10,170 | $2,420+320.3% | $3,499+190.7% | $3,740+171.9% |
| Admin fee / account holder | $5,470 | $3,984+37.3% | $6,684-18.2% | $5,306+3.1% |