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 | $150,302 | $76,407+96.7% | $150,2980% | $82,448+82.3% |
| Participation rate | 96.6% | 66.4%+30.2pp | 77.8%+18.8pp | 68.1%+28.5pp |
| Annual return | 17.82% | 39.99%-22.2pp | 62.79%-45.0pp | 41.64%-23.8pp |
| Employer contribution / active EE | $3,737 | $2,614+43.0% | $4,154-10.0% | $2,551+46.5% |
| Participant deferral / active EE | $8,791 | $3,214+173.5% | $5,453+61.2% | $4,139+112.4% |
| Admin fee / account holder | $4,487 | $6,352-29.4% | $14,116-68.2% | $7,234-38.0% |