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 | $131,651 | $57,541+128.8% | $95,745+37.5% | $75,163+75.2% |
| Participation rate | 71.4% | 62.5%+8.9pp | 72.3%-0.8pp | 67.2%+4.2pp |
| Annual return | 14.92% | 34.93%-20.0pp | 28.35%-13.4pp | 160.62%-145.7pp |
| Employer contribution / active EE | $2,621 | $1,808+45.0% | $2,835-7.5% | $2,670-1.8% |
| Participant deferral / active EE | $6,898 | $3,074+124.4% | $4,245+62.5% | $4,125+67.2% |
| Admin fee / account holder | $2,058 | $4,099-49.8% | $5,678-63.8% | $5,651-63.6% |