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 | $137,945 | $73,787+87.0% | $98,716+39.7% | $82,448+67.3% |
| Participation rate | 74.1% | 61.4%+12.7pp | 69.3%+4.8pp | 68.1%+6.0pp |
| Annual return | 13.80% | 18.57%-4.8pp | 31.81%-18.0pp | 41.64%-27.8pp |
| Employer contribution / active EE | $2,762 | $1,511+82.8% | $2,279+21.2% | $2,551+8.3% |
| Participant deferral / active EE | $5,245 | $3,081+70.2% | $4,048+29.6% | $4,139+26.7% |
| Admin fee / account holder | $30,730 | $6,500+372.8% | $8,703+253.1% | $7,234+324.8% |