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 | $135,310 | $95,803+41.2% | $113,168+19.6% | $84,808+59.5% |
| Participation rate | 93.8% | 72.9%+20.9pp | 76.6%+17.2pp | 68.3%+25.4pp |
| Annual return | 15.22% | 25.00%-9.8pp | 24.27%-9.0pp | 40.90%-25.7pp |
| Employer contribution / active EE | $5,937 | $2,360+151.6% | $2,975+99.5% | $2,631+125.7% |
| Participant deferral / active EE | $6,338 | $4,242+49.4% | $5,107+24.1% | $4,212+50.5% |
| Admin fee / account holder | $2,639 | $8,989-70.6% | $12,068-78.1% | $7,344-64.1% |