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 | $152,613 | $109,881+38.9% | $150,045+1.7% | $84,808+80.0% |
| Participation rate | 96.8% | 76.1%+20.7pp | 82.3%+14.5pp | 68.3%+28.5pp |
| Annual return | 15.58% | 28.25%-12.7pp | 62.55%-47.0pp | 40.90%-25.3pp |
| Employer contribution / active EE | $6,092 | $3,561+71.1% | $4,693+29.8% | $2,631+131.5% |
| Participant deferral / active EE | $5,252 | $6,636-20.9% | $7,997-34.3% | $4,212+24.7% |
| Admin fee / account holder | $7,987 | $8,568-6.8% | $13,435-40.5% | $7,344+8.8% |