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 | $155,112 | $87,013+78.3% | $106,213+46.0% | $80,856+91.8% |
| Participation rate | 76.0% | 70.4%+5.6pp | 75.3%+0.7pp | 67.6%+8.4pp |
| Annual return | 15.06% | 17.05%-2.0pp | 116.14%-101.1pp | 35.59%-20.5pp |
| Employer contribution / active EE | $2,963 | $2,395+23.7% | $3,171-6.6% | $2,755+7.6% |
| Participant deferral / active EE | $4,838 | $3,986+21.4% | $5,016-3.6% | $4,296+12.6% |
| Admin fee / account holder | $4,171 | $8,431-50.5% | $11,033-62.2% | $6,918-39.7% |