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 | $203,924 | $74,927+172.2% | $101,794+100.3% | $84,808+140.5% |
| Participation rate | 92.0% | 61.4%+30.6pp | 69.2%+22.8pp | 68.3%+23.7pp |
| Annual return | 29.13% | 18.70%+10.4pp | 30.53%-1.4pp | 40.90%-11.8pp |
| Employer contribution / active EE | $1,316 | $1,522-13.5% | $2,289-42.5% | $2,631-50.0% |
| Participant deferral / active EE | $4,794 | $3,099+54.7% | $4,084+17.4% | $4,212+13.8% |
| Admin fee / account holder | $6,799 | $6,514+4.4% | $8,777-22.5% | $7,344-7.4% |