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 | $137,132 | $63,355+116.4% | $91,989+49.1% | $72,985+87.9% |
| Participation rate | 83.9% | 72.5%+11.4pp | 78.6%+5.3pp | 69.5%+14.4pp |
| Annual return | 36.18% | 35.35%+0.8pp | 69.02%-32.8pp | 81.00%-44.8pp |
| Employer contribution / active EE | $4,167 | $2,116+97.0% | $3,452+20.7% | $2,440+70.8% |
| Participant deferral / active EE | $9,511 | $4,883+94.8% | $5,923+60.6% | $3,607+163.7% |
| Admin fee / account holder | $3,252 | $4,668-30.3% | $7,743-58.0% | $5,124-36.5% |