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 | $150,538 | $78,422+92.0% | $95,952+56.9% | $79,858+88.5% |
| Participation rate | 88.0% | 73.5%+14.5pp | 77.1%+10.9pp | 69.6%+18.4pp |
| Annual return | 25.83% | 19.37%+6.5pp | 91.61%-65.8pp | 31.71%-5.9pp |
| Employer contribution / active EE | $2,503 | $1,945+28.7% | $2,541-1.5% | $2,471+1.3% |
| Participant deferral / active EE | $9,749 | $3,440+183.4% | $4,167+134.0% | $3,740+160.7% |
| Admin fee / account holder | $2,758 | $5,622-50.9% | $6,795-59.4% | $5,306-48.0% |