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 | $196,136 | $106,749+83.7% | $145,433+34.9% | $82,448+137.9% |
| Participation rate | 85.2% | 75.6%+9.5pp | 82.1%+3.1pp | 68.1%+17.1pp |
| Annual return | 15.47% | 27.59%-12.1pp | 66.58%-51.1pp | 41.64%-26.2pp |
| Employer contribution / active EE | $3,448 | $3,444+0.1% | $4,554-24.3% | $2,551+35.2% |
| Participant deferral / active EE | $10,214 | $6,519+56.7% | $7,897+29.3% | $4,139+146.8% |
| Admin fee / account holder | $4,056 | $8,390-51.7% | $13,129-69.1% | $7,234-43.9% |