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 | $162,489 | $87,013+86.7% | $106,213+53.0% | $80,856+101.0% |
| Participation rate | 84.9% | 70.4%+14.5pp | 75.3%+9.6pp | 67.6%+17.3pp |
| Annual return | 19.22% | 17.05%+2.2pp | 116.14%-96.9pp | 35.59%-16.4pp |
| Employer contribution / active EE | $3,966 | $2,395+65.6% | $3,171+25.1% | $2,755+44.0% |
| Participant deferral / active EE | $9,581 | $3,986+140.4% | $5,016+91.0% | $4,296+123.0% |
| Admin fee / account holder | $1,283 | $8,431-84.8% | $11,033-88.4% | $6,918-81.4% |