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 | $224,817 | $87,013+158.4% | $106,213+111.7% | $80,856+178.0% |
| Participation rate | 75.0% | 70.4%+4.6pp | 75.3%-0.3pp | 67.6%+7.4pp |
| Annual return | 12.92% | 17.05%-4.1pp | 116.14%-103.2pp | 35.59%-22.7pp |
| Employer contribution / active EE | $4,164 | $2,395+73.8% | $3,171+31.3% | $2,755+51.1% |
| Participant deferral / active EE | $11,630 | $3,986+191.8% | $5,016+131.9% | $4,296+170.7% |
| Admin fee / account holder | $524 | $8,431-93.8% | $11,033-95.3% | $6,918-92.4% |