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 | $122,640 | $67,894+80.6% | $89,340+37.3% | $82,448+48.7% |
| Participation rate | 83.1% | 64.0%+19.1pp | 69.6%+13.6pp | 68.1%+15.1pp |
| Annual return | 19.45% | 19.21%+0.2pp | 20.57%-1.1pp | 41.64%-22.2pp |
| Employer contribution / active EE | $3,148 | $1,828+72.2% | $2,231+41.1% | $2,551+23.4% |
| Participant deferral / active EE | $7,399 | $3,072+140.8% | $3,823+93.5% | $4,139+78.7% |
| Admin fee / account holder | $740 | $5,723-87.1% | $6,704-89.0% | $7,234-89.8% |