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 | $132,848 | $56,277+136.1% | $80,975+64.1% | $62,891+111.2% |
| Participation rate | 97.7% | 69.0%+28.8pp | 75.8%+21.9pp | 69.3%+28.4pp |
| Annual return | 11.39% | 22.12%-10.7pp | 17.10%-5.7pp | 20.14%-8.8pp |
| Employer contribution / active EE | $2,557 | $1,943+31.6% | $3,714-31.2% | $2,281+12.1% |
| Participant deferral / active EE | $6,571 | $4,195+56.6% | $5,696+15.4% | $3,203+105.1% |
| Admin fee / account holder | $11,966 | $3,741+219.9% | $5,516+116.9% | $4,296+178.6% |