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 | $154,952 | $115,882+33.7% | $100,516+54.2% | $158,922-2.5% |
| Participation rate | 87.0% | 81.6%+5.4pp | 79.4%+7.6pp | 82.0%+5.0pp |
| Annual return | 12.96% | 34.79%-21.8pp | 30.89%-17.9pp | 302.83%-289.9pp |
| Employer contribution / active EE | $2,259 | $4,103-44.9% | $3,418-33.9% | $4,761-52.6% |
| Participant deferral / active EE | $4,152 | $6,674-37.8% | $6,270-33.8% | $5,982-30.6% |
| Admin fee / account holder | $10,774 | $10,995-2.0% | $8,081+33.3% | $11,246-4.2% |