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 | $130,057 | $81,460+59.7% | $103,333+25.9% | $80,856+60.8% |
| Participation rate | 84.6% | 66.8%+17.8pp | 74.5%+10.1pp | 67.6%+17.0pp |
| Annual return | 12.58% | 25.55%-13.0pp | 24.88%-12.3pp | 35.59%-23.0pp |
| Employer contribution / active EE | $3,780 | $3,105+21.7% | $3,868-2.3% | $2,755+37.2% |
| Participant deferral / active EE | $9,262 | $3,869+139.4% | $5,057+83.1% | $4,296+115.6% |
| Admin fee / account holder | $371 | $6,566-94.4% | $8,355-95.6% | $6,918-94.6% |