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 | $152,755 | $95,453+60.0% | $112,040+36.3% | $82,448+85.3% |
| Participation rate | 97.1% | 72.8%+24.3pp | 76.5%+20.6pp | 68.1%+29.0pp |
| Annual return | 18.68% | 23.92%-5.2pp | 24.52%-5.8pp | 41.64%-23.0pp |
| Employer contribution / active EE | $6,830 | $2,318+194.7% | $2,954+131.2% | $2,551+167.7% |
| Participant deferral / active EE | $3,432 | $4,224-18.7% | $5,098-32.7% | $4,139-17.1% |
| Admin fee / account holder | $9,979 | $9,013+10.7% | $12,098-17.5% | $7,234+37.9% |