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 | $161,931 | $78,705+105.7% | $117,854+37.4% | $70,131+130.9% |
| Participation rate | 84.0% | 73.2%+10.8pp | 79.7%+4.3pp | 69.5%+14.5pp |
| Annual return | 16.22% | 23.30%-7.1pp | 335.08%-318.9pp | 73.14%-56.9pp |
| Employer contribution / active EE | $3,079 | $2,223+38.5% | $3,786-18.7% | $2,342+31.5% |
| Participant deferral / active EE | $7,840 | $3,297+137.8% | $4,482+74.9% | $3,332+135.3% |
| Admin fee / account holder | $7,562 | $5,065+49.3% | $8,020-5.7% | $4,645+62.8% |