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 | $121,469 | $45,073+169.5% | $69,455+74.9% | $72,985+66.4% |
| Participation rate | 85.2% | 68.5%+16.7pp | 74.6%+10.6pp | 69.5%+15.7pp |
| Annual return | 22.63% | 22.65%0pp | 28.97%-6.3pp | 81.00%-58.4pp |
| Employer contribution / active EE | $3,686 | $2,054+79.5% | $2,779+32.6% | $2,440+51.1% |
| Participant deferral / active EE | $4,258 | $2,602+63.7% | $3,535+20.4% | $3,607+18.0% |
| Admin fee / account holder | $813 | $3,056-73.4% | $3,839-78.8% | $5,124-84.1% |