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 | $126,779 | $90,503+40.1% | $78,689+61.1% | $273,961-53.7% |
| Participation rate | 87.5% | 76.5%+11.0pp | 73.6%+13.9pp | 83.0%+4.5pp |
| Annual return | 9.72% | 75.60%-65.9pp | 62.18%-52.5pp | 41.45%-31.7pp |
| Employer contribution / active EE | $4,348 | $3,176+36.9% | $2,851+52.5% | $4,869-10.7% |
| Participant deferral / active EE | $12,395 | $3,901+217.7% | $3,517+252.4% | $5,287+134.4% |
| Admin fee / account holder | $5,931 | $5,263+12.7% | $4,510+31.5% | $10,132-41.5% |