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 | $180,864 | $106,749+69.4% | $145,433+24.4% | $82,448+119.4% |
| Participation rate | 93.0% | 75.6%+17.3pp | 82.1%+10.9pp | 68.1%+24.9pp |
| Annual return | 16.61% | 27.59%-11.0pp | 66.58%-50.0pp | 41.64%-25.0pp |
| Employer contribution / active EE | $5,606 | $3,444+62.8% | $4,554+23.1% | $2,551+119.8% |
| Participant deferral / active EE | $9,973 | $6,519+53.0% | $7,897+26.3% | $4,139+140.9% |
| Admin fee / account holder | $2,643 | $8,390-68.5% | $13,129-79.9% | $7,234-63.5% |