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 | $129,428 | $57,057+126.8% | $85,009+52.3% | $80,874+60.0% |
| Participation rate | 90.3% | 56.4%+34.0pp | 67.5%+22.8pp | 67.6%+22.7pp |
| Annual return | 10.53% | 21.66%-11.1pp | 66.47%-55.9pp | 35.62%-25.1pp |
| Employer contribution / active EE | $3,630 | $1,799+101.8% | $2,728+33.0% | $2,756+31.7% |
| Participant deferral / active EE | $6,019 | $3,112+93.4% | $4,522+33.1% | $4,297+40.1% |
| Admin fee / account holder | $2,461 | $4,986-50.6% | $6,153-60.0% | $6,935-64.5% |