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 | $137,941 | $91,019+51.6% | $392,568-64.9% | $72,985+89.0% |
| Participation rate | 93.5% | 74.4%+19.2pp | 78.1%+15.5pp | 69.5%+24.1pp |
| Annual return | 26.09% | 20.00%+6.1pp | 24.42%+1.7pp | 81.00%-54.9pp |
| Employer contribution / active EE | $6,750 | $2,751+145.4% | $3,783+78.4% | $2,440+176.7% |
| Participant deferral / active EE | $9,615 | $4,570+110.4% | $5,985+60.6% | $3,607+166.5% |
| Admin fee / account holder | $917 | $4,895-81.3% | $6,260-85.3% | $5,124-82.1% |