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 | $126,429 | $73,787+71.3% | $98,716+28.1% | $82,448+53.3% |
| Participation rate | 82.1% | 61.4%+20.7pp | 69.3%+12.8pp | 68.1%+14.1pp |
| Annual return | 21.64% | 18.57%+3.1pp | 31.81%-10.2pp | 41.64%-20.0pp |
| Employer contribution / active EE | $1,623 | $1,511+7.4% | $2,279-28.8% | $2,551-36.4% |
| Participant deferral / active EE | $5,449 | $3,081+76.8% | $4,048+34.6% | $4,139+31.6% |
| Admin fee / account holder | $342 | $6,500-94.7% | $8,703-96.1% | $7,234-95.3% |