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 | $133,619 | $68,719+94.4% | $91,541+46.0% | $84,808+57.6% |
| Participation rate | 80.6% | 64.5%+16.1pp | 69.8%+10.9pp | 68.3%+12.3pp |
| Annual return | 14.36% | 19.12%-4.8pp | 20.50%-6.1pp | 40.90%-26.5pp |
| Employer contribution / active EE | $3,112 | $1,920+62.1% | $2,505+24.2% | $2,631+18.3% |
| Participant deferral / active EE | $8,241 | $3,136+162.8% | $4,008+105.6% | $4,212+95.7% |
| Admin fee / account holder | $31,917 | $5,786+451.6% | $6,956+358.8% | $7,344+334.6% |