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 | $142,566 | $93,571+52.4% | $135,903+4.9% | $75,163+89.7% |
| Participation rate | 94.0% | 75.2%+18.8pp | 81.9%+12.1pp | 67.2%+26.8pp |
| Annual return | 16.18% | 30.90%-14.7pp | 68.23%-52.1pp | 160.62%-144.4pp |
| Employer contribution / active EE | $5,361 | $3,537+51.6% | $4,856+10.4% | $2,670+100.8% |
| Participant deferral / active EE | $9,166 | $6,404+43.1% | $7,758+18.2% | $4,125+122.2% |
| Admin fee / account holder | $6,388 | $6,975-8.4% | $10,762-40.6% | $5,651+13.1% |