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 | $151,922 | $109,413+38.9% | $156,263-2.8% | $84,808+79.1% |
| Participation rate | 91.2% | 72.7%+18.5pp | 78.9%+12.3pp | 68.3%+22.9pp |
| Annual return | 17.43% | 20.18%-2.7pp | 59.47%-42.0pp | 40.90%-23.5pp |
| Employer contribution / active EE | $3,602 | $2,907+23.9% | $4,333-16.9% | $2,631+36.9% |
| Participant deferral / active EE | $7,601 | $4,590+65.6% | $6,158+23.4% | $4,212+80.5% |
| Admin fee / account holder | $695 | $9,357-92.6% | $14,255-95.1% | $7,344-90.5% |