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 | $162,836 | $76,552+112.7% | $123,892+31.4% | $62,891+158.9% |
| Participation rate | 92.0% | 73.0%+19.0pp | 81.4%+10.6pp | 69.3%+22.7pp |
| Annual return | 11.60% | 18.68%-7.1pp | 47.52%-35.9pp | 20.14%-8.5pp |
| Employer contribution / active EE | $4,271 | $2,883+48.2% | $4,617-7.5% | $2,281+87.3% |
| Participant deferral / active EE | $8,541 | $4,840+76.5% | $5,984+42.7% | $3,203+166.6% |
| Admin fee / account holder | $799 | $4,826-83.4% | $8,357-90.4% | $4,296-81.4% |