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 | $159,349 | $65,365+143.8% | $92,893+71.5% | $72,985+118.3% |
| Participation rate | 84.0% | 68.3%+15.7pp | 76.0%+8.0pp | 69.5%+14.5pp |
| Annual return | 25.22% | 42.10%-16.9pp | 109.41%-84.2pp | 81.00%-55.8pp |
| Employer contribution / active EE | $2,334 | $2,594-10.0% | $3,653-36.1% | $2,440-4.3% |
| Participant deferral / active EE | $6,320 | $3,128+102.0% | $4,236+49.2% | $3,607+75.2% |
| Admin fee / account holder | $5,380 | $4,251+26.5% | $5,794-7.1% | $5,124+5.0% |