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 | $131,571 | $79,944+64.6% | $98,439+33.7% | $75,163+75.0% |
| Participation rate | 92.3% | 70.4%+21.9pp | 75.2%+17.1pp | 67.2%+25.1pp |
| Annual return | 20.81% | 19.75%+1.1pp | 21.16%-0.3pp | 160.62%-139.8pp |
| Employer contribution / active EE | $4,263 | $2,264+88.3% | $3,048+39.9% | $2,670+59.7% |
| Participant deferral / active EE | $4,789 | $3,752+27.6% | $4,738+1.1% | $4,125+16.1% |
| Admin fee / account holder | $2,142 | $6,840-68.7% | $8,948-76.1% | $5,651-62.1% |