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 | $151,133 | $112,729+34.1% | $98,716+53.1% | $137,256+10.1% |
| Participation rate | 95.5% | 74.2%+21.2pp | 69.3%+26.2pp | 80.0%+15.5pp |
| Annual return | 19.36% | 38.48%-19.1pp | 31.81%-12.5pp | 220.34%-201.0pp |
| Employer contribution / active EE | $3,020 | $2,725+10.8% | $2,279+32.5% | $4,156-27.3% |
| Participant deferral / active EE | $8,320 | $4,640+79.3% | $4,048+105.5% | $6,407+29.9% |
| Admin fee / account holder | $2,196 | $10,129-78.3% | $8,703-74.8% | $12,270-82.1% |