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 | $170,348 | $95,803+77.8% | $113,168+50.5% | $84,808+100.9% |
| Participation rate | 92.6% | 72.9%+19.7pp | 76.6%+16.0pp | 68.3%+24.3pp |
| Annual return | 21.44% | 25.00%-3.6pp | 24.27%-2.8pp | 40.90%-19.5pp |
| Employer contribution / active EE | $8,269 | $2,360+250.4% | $2,975+177.9% | $2,631+214.3% |
| Participant deferral / active EE | $11,977 | $4,242+182.3% | $5,107+134.5% | $4,212+184.4% |
| Admin fee / account holder | $5,550 | $8,989-38.3% | $12,068-54.0% | $7,344-24.4% |