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 | $155,210 | $81,460+90.5% | $103,333+50.2% | $80,856+92.0% |
| Participation rate | 92.0% | 66.8%+25.2pp | 74.5%+17.5pp | 67.6%+24.4pp |
| Annual return | 11.57% | 25.55%-14.0pp | 24.88%-13.3pp | 35.59%-24.0pp |
| Employer contribution / active EE | $4,074 | $3,105+31.2% | $3,868+5.3% | $2,755+47.9% |
| Participant deferral / active EE | $6,128 | $3,869+58.4% | $5,057+21.2% | $4,296+42.6% |
| Admin fee / account holder | $8,298 | $6,566+26.4% | $8,355-0.7% | $6,918+20.0% |