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 | $136,413 | $58,512+133.1% | $84,015+62.4% | $72,985+86.9% |
| Participation rate | 81.1% | 61.2%+19.9pp | 69.0%+12.1pp | 69.5%+11.6pp |
| Annual return | 21.02% | 28.93%-7.9pp | 71.31%-50.3pp | 81.00%-60.0pp |
| Employer contribution / active EE | $1,736 | $1,163+49.3% | $1,983-12.5% | $2,440-28.8% |
| Participant deferral / active EE | $3,770 | $2,394+57.5% | $3,239+16.4% | $3,607+4.5% |
| Admin fee / account holder | $7,665 | $4,569+67.8% | $6,101+25.6% | $5,124+49.6% |