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 | $181,837 | $110,257+64.9% | $96,544+88.3% | $139,434+30.4% |
| Participation rate | 73.7% | 78.1%-4.4pp | 76.0%-2.3pp | 80.3%-6.6pp |
| Annual return | 32.26% | 26.32%+5.9pp | 25.84%+6.4pp | 372.94%-340.7pp |
| Employer contribution / active EE | $5,956 | $3,620+64.5% | $2,965+100.9% | $4,751+25.4% |
| Participant deferral / active EE | $14,866 | $5,548+168.0% | $4,851+206.5% | $6,710+121.5% |
| Admin fee / account holder | $2,789 | $11,591-75.9% | $8,252-66.2% | $11,403-75.5% |