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 | $178,431 | $95,803+86.2% | $113,168+57.7% | $84,808+110.4% |
| Participation rate | 96.2% | 72.9%+23.3pp | 76.6%+19.6pp | 68.3%+27.9pp |
| Annual return | 14.35% | 25.00%-10.7pp | 24.27%-9.9pp | 40.90%-26.5pp |
| Employer contribution / active EE | $3,118 | $2,360+32.1% | $2,975+4.8% | $2,631+18.5% |
| Participant deferral / active EE | $8,045 | $4,242+89.7% | $5,107+57.5% | $4,212+91.0% |
| Admin fee / account holder | $16,883 | $8,989+87.8% | $12,068+39.9% | $7,344+129.9% |