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 | $130,132 | $68,573+89.8% | $120,368+8.1% | $80,874+60.9% |
| Participation rate | 92.3% | 61.6%+30.7pp | 71.9%+20.4pp | 67.6%+24.7pp |
| Annual return | 22.05% | 23.61%-1.6pp | 107.26%-85.2pp | 35.62%-13.6pp |
| Employer contribution / active EE | $3,816 | $2,052+86.0% | $3,465+10.1% | $2,756+38.5% |
| Participant deferral / active EE | $7,800 | $3,174+145.7% | $4,991+56.3% | $4,297+81.5% |
| Admin fee / account holder | $1,677 | $5,734-70.8% | $9,429-82.2% | $6,935-75.8% |