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 | $144,060 | $54,762+163.1% | $90,281+59.6% | $72,985+97.4% |
| Participation rate | 77.1% | 65.1%+12.0pp | 73.3%+3.9pp | 69.5%+7.7pp |
| Annual return | 21.50% | 30.63%-9.1pp | 78.10%-56.6pp | 81.00%-59.5pp |
| Employer contribution / active EE | $2,559 | $2,092+22.3% | $2,854-10.3% | $2,440+4.9% |
| Participant deferral / active EE | $5,406 | $2,887+87.3% | $3,885+39.1% | $3,607+49.9% |
| Admin fee / account holder | $16,614 | $3,972+318.3% | $5,351+210.5% | $5,124+224.2% |