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 | $165,154 | $72,492+127.8% | $87,100+89.6% | $72,985+126.3% |
| Participation rate | 95.3% | 72.8%+22.5pp | 76.9%+18.5pp | 69.5%+25.9pp |
| Annual return | 28.33% | 24.46%+3.9pp | 28.19%+0.1pp | 81.00%-52.7pp |
| Employer contribution / active EE | $2,582 | $1,894+36.3% | $2,521+2.4% | $2,440+5.8% |
| Participant deferral / active EE | $6,487 | $3,270+98.4% | $4,049+60.2% | $3,607+79.8% |
| Admin fee / account holder | $5,763 | $5,055+14.0% | $7,497-23.1% | $5,124+12.5% |