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 | $152,070 | $106,749+42.5% | $145,433+4.6% | $82,448+84.4% |
| Participation rate | 91.9% | 75.6%+16.2pp | 82.1%+9.8pp | 68.1%+23.8pp |
| Annual return | 15.56% | 27.59%-12.0pp | 66.58%-51.0pp | 41.64%-26.1pp |
| Employer contribution / active EE | $6,671 | $3,444+93.7% | $4,554+46.5% | $2,551+161.5% |
| Participant deferral / active EE | $12,484 | $6,519+91.5% | $7,897+58.1% | $4,139+201.6% |
| Admin fee / account holder | $12,205 | $8,390+45.5% | $13,129-7.0% | $7,234+68.7% |