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 | $139,747 | $58,627+138.4% | $76,735+82.1% | $82,448+69.5% |
| Participation rate | 86.2% | 63.2%+23.0pp | 69.5%+16.7pp | 68.1%+18.1pp |
| Annual return | 17.08% | 39.10%-22.0pp | 29.77%-12.7pp | 41.64%-24.6pp |
| Employer contribution / active EE | $2,310 | $1,729+33.6% | $2,454-5.9% | $2,551-9.5% |
| Participant deferral / active EE | $11,039 | $3,134+252.3% | $4,088+170.0% | $4,139+166.7% |
| Admin fee / account holder | $2,023 | $5,323-62.0% | $7,189-71.9% | $7,234-72.0% |