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 | $121,881 | $101,724+19.8% | $164,813-26.0% | $80,856+50.7% |
| Participation rate | 97.1% | 71.8%+25.2pp | 78.6%+18.5pp | 67.6%+29.4pp |
| Annual return | 16.18% | 16.72%-0.5pp | 69.93%-53.7pp | 35.59%-19.4pp |
| Employer contribution / active EE | $4,882 | $2,953+65.3% | $4,341+12.5% | $2,755+77.2% |
| Participant deferral / active EE | $6,758 | $4,477+50.9% | $6,031+12.0% | $4,296+57.3% |
| Admin fee / account holder | $2,493 | $8,227-69.7% | $12,690-80.4% | $6,918-64.0% |