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 | $150,323 | $72,012+108.7% | $185,823-19.1% | $79,858+88.2% |
| Participation rate | 90.3% | 65.8%+24.6pp | 78.0%+12.3pp | 69.6%+20.7pp |
| Annual return | 13.44% | 23.12%-9.7pp | 35.95%-22.5pp | 31.71%-18.3pp |
| Employer contribution / active EE | $2,323 | $1,965+18.2% | $4,087-43.2% | $2,471-6.0% |
| Participant deferral / active EE | $5,088 | $3,779+34.7% | $5,632-9.7% | $3,740+36.1% |
| Admin fee / account holder | $3,563 | $4,513-21.0% | $9,500-62.5% | $5,306-32.9% |