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 | $121,507 | $72,277+68.1% | $101,248+20.0% | $79,858+52.2% |
| Participation rate | 72.2% | 68.5%+3.8pp | 75.8%-3.6pp | 69.6%+2.6pp |
| Annual return | 17.05% | 22.30%-5.2pp | 46.47%-29.4pp | 31.71%-14.7pp |
| Employer contribution / active EE | $2,917 | $2,692+8.4% | $3,660-20.3% | $2,471+18.1% |
| Participant deferral / active EE | $6,803 | $3,282+107.3% | $4,370+55.7% | $3,740+81.9% |
| Admin fee / account holder | $2,811 | $4,400-36.1% | $5,945-52.7% | $5,306-47.0% |