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 | $137,798 | $95,803+43.8% | $113,168+21.8% | $84,808+62.5% |
| Participation rate | 92.0% | 72.9%+19.1pp | 76.6%+15.4pp | 68.3%+23.7pp |
| Annual return | 16.45% | 25.00%-8.6pp | 24.27%-7.8pp | 40.90%-24.4pp |
| Employer contribution / active EE | $3,336 | $2,360+41.4% | $2,975+12.1% | $2,631+26.8% |
| Participant deferral / active EE | $5,665 | $4,242+33.5% | $5,107+10.9% | $4,212+34.5% |
| Admin fee / account holder | $1,791 | $8,989-80.1% | $12,068-85.2% | $7,344-75.6% |