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 | $155,589 | $95,803+62.4% | $113,168+37.5% | $84,808+83.5% |
| Participation rate | 92.0% | 72.9%+19.1pp | 76.6%+15.4pp | 68.3%+23.7pp |
| Annual return | 17.75% | 25.00%-7.3pp | 24.27%-6.5pp | 40.90%-23.1pp |
| Employer contribution / active EE | $4,153 | $2,360+76.0% | $2,975+39.6% | $2,631+57.8% |
| Participant deferral / active EE | $10,404 | $4,242+145.3% | $5,107+103.7% | $4,212+147.0% |
| Admin fee / account holder | $2,360 | $8,989-73.7% | $12,068-80.4% | $7,344-67.9% |