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 | $125,146 | $81,460+53.6% | $103,333+21.1% | $80,856+54.8% |
| Participation rate | 86.2% | 66.8%+19.4pp | 74.5%+11.7pp | 67.6%+18.6pp |
| Annual return | 11.18% | 25.55%-14.4pp | 24.88%-13.7pp | 35.59%-24.4pp |
| Employer contribution / active EE | $4,200 | $3,105+35.3% | $3,868+8.6% | $2,755+52.5% |
| Participant deferral / active EE | $5,455 | $3,869+41.0% | $5,057+7.9% | $4,296+27.0% |
| Admin fee / account holder | $2,675 | $6,566-59.3% | $8,355-68.0% | $6,918-61.3% |