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 | $154,411 | $80,968+90.7% | $96,544+59.9% | $75,163+105.4% |
| Participation rate | 80.0% | 71.8%+8.2pp | 76.0%+4.0pp | 67.2%+12.8pp |
| Annual return | 13.21% | 27.06%-13.8pp | 25.84%-12.6pp | 160.62%-147.4pp |
| Employer contribution / active EE | $1,736 | $2,282-23.9% | $2,965-41.5% | $2,670-35.0% |
| Participant deferral / active EE | $4,931 | $3,928+25.5% | $4,851+1.6% | $4,125+19.5% |
| Admin fee / account holder | $13,721 | $6,724+104.1% | $8,252+66.3% | $5,651+142.8% |