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 5-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 | $158,399 | $95,803+65.3% | $113,168+40.0% | $84,808+86.8% |
| Participation rate | 86.7% | 72.9%+13.8pp | 76.6%+10.1pp | 68.3%+18.4pp |
| Annual return | 16.35% | 25.00%-8.7pp | 24.27%-7.9pp | 40.90%-24.5pp |
| Employer contribution / active EE | $4,749 | $2,360+101.2% | $2,975+59.6% | $2,631+80.5% |
| Participant deferral / active EE | $7,864 | $4,242+85.4% | $5,107+54.0% | $4,212+86.7% |
| Admin fee / account holder | $7,385 | $8,989-17.8% | $12,068-38.8% | $7,344+0.6% |