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 | $180,705 | $106,749+69.3% | $145,433+24.3% | $82,448+119.2% |
| Participation rate | 79.6% | 75.6%+4.0pp | 82.1%-2.5pp | 68.1%+11.6pp |
| Annual return | 18.15% | 27.59%-9.4pp | 66.58%-48.4pp | 41.64%-23.5pp |
| Employer contribution / active EE | $3,188 | $3,444-7.4% | $4,554-30.0% | $2,551+25.0% |
| Participant deferral / active EE | $7,720 | $6,519+18.4% | $7,897-2.3% | $4,139+86.5% |
| Admin fee / account holder | $29,887 | $8,390+256.2% | $13,129+127.6% | $7,234+313.1% |