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 | $157,802 | $95,453+65.3% | $112,040+40.8% | $82,448+91.4% |
| Participation rate | 78.1% | 72.8%+5.4pp | 76.5%+1.6pp | 68.1%+10.1pp |
| Annual return | 17.65% | 23.92%-6.3pp | 24.52%-6.9pp | 41.64%-24.0pp |
| Employer contribution / active EE | $6,653 | $2,318+187.0% | $2,954+125.2% | $2,551+160.8% |
| Participant deferral / active EE | $11,394 | $4,224+169.8% | $5,098+123.5% | $4,139+175.3% |
| Admin fee / account holder | $4,684 | $9,013-48.0% | $12,098-61.3% | $7,234-35.3% |