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 | $229,042 | $148,978+53.7% | $200,582+14.2% | $84,808+170.1% |
| Participation rate | 96.3% | 84.2%+12.1pp | 86.9%+9.4pp | 68.3%+28.0pp |
| Annual return | 21.00% | 28.16%-7.2pp | 42.33%-21.3pp | 40.90%-19.9pp |
| Employer contribution / active EE | $6,866 | $4,815+42.6% | $6,419+7.0% | $2,631+161.0% |
| Participant deferral / active EE | $15,960 | $7,142+123.5% | $9,331+71.0% | $4,212+279.0% |
| Admin fee / account holder | $6,552 | $13,977-53.1% | $16,305-59.8% | $7,344-10.8% |