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 | $171,485 | $74,927+128.9% | $101,794+68.5% | $84,808+102.2% |
| Participation rate | 84.8% | 61.4%+23.4pp | 69.2%+15.7pp | 68.3%+16.5pp |
| Annual return | 20.67% | 18.70%+2.0pp | 30.53%-9.9pp | 40.90%-20.2pp |
| Employer contribution / active EE | $2,727 | $1,522+79.2% | $2,289+19.1% | $2,631+3.6% |
| Participant deferral / active EE | $4,996 | $3,099+61.2% | $4,084+22.3% | $4,212+18.6% |
| Admin fee / account holder | $2,427 | $6,514-62.7% | $8,777-72.3% | $7,344-67.0% |