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 | $123,083 | $72,277+70.3% | $101,248+21.6% | $79,858+54.1% |
| Participation rate | 96.4% | 68.5%+28.0pp | 75.8%+20.6pp | 69.6%+26.8pp |
| Annual return | 15.57% | 22.30%-6.7pp | 46.47%-30.9pp | 31.71%-16.1pp |
| Employer contribution / active EE | $2,962 | $2,692+10.0% | $3,660-19.1% | $2,471+19.9% |
| Participant deferral / active EE | $5,360 | $3,282+63.3% | $4,370+22.6% | $3,740+43.3% |
| Admin fee / account holder | $1,943 | $4,400-55.8% | $5,945-67.3% | $5,306-63.4% |