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 | $131,162 | $60,892+115.4% | $82,389+59.2% | $84,808+54.7% |
| Participation rate | 89.3% | 63.3%+26.0pp | 69.5%+19.7pp | 68.3%+21.0pp |
| Annual return | 15.34% | 37.29%-21.9pp | 28.67%-13.3pp | 40.90%-25.6pp |
| Employer contribution / active EE | $5,199 | $1,779+192.2% | $2,517+106.6% | $2,631+97.6% |
| Participant deferral / active EE | $16,217 | $3,179+410.2% | $4,155+290.3% | $4,212+285.1% |
| Admin fee / account holder | $25,751 | $5,467+371.0% | $7,231+256.1% | $7,344+250.7% |