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 | $154,575 | $109,413+41.3% | $156,263-1.1% | $84,808+82.3% |
| Participation rate | 78.6% | 72.7%+5.9pp | 78.9%-0.3pp | 68.3%+10.3pp |
| Annual return | 20.30% | 20.18%+0.1pp | 59.47%-39.2pp | 40.90%-20.6pp |
| Employer contribution / active EE | $5,227 | $2,907+79.8% | $4,333+20.6% | $2,631+98.7% |
| Participant deferral / active EE | $10,812 | $4,590+135.6% | $6,158+75.6% | $4,212+156.7% |
| Admin fee / account holder | $1,948 | $9,357-79.2% | $14,255-86.3% | $7,344-73.5% |