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 | $129,357 | $95,803+35.0% | $113,168+14.3% | $84,808+52.5% |
| Participation rate | 88.0% | 72.9%+15.1pp | 76.6%+11.4pp | 68.3%+19.7pp |
| Annual return | 17.92% | 25.00%-7.1pp | 24.27%-6.3pp | 40.90%-23.0pp |
| Employer contribution / active EE | $3,862 | $2,360+63.7% | $2,975+29.8% | $2,631+46.8% |
| Participant deferral / active EE | $8,503 | $4,242+100.4% | $5,107+66.5% | $4,212+101.9% |
| Admin fee / account holder | $3,093 | $8,989-65.6% | $12,068-74.4% | $7,344-57.9% |