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 | $162,027 | $78,926+105.3% | $136,749+18.5% | $84,808+91.1% |
| Participation rate | 73.1% | 62.2%+10.9pp | 72.1%+0.9pp | 68.3%+4.8pp |
| Annual return | 23.81% | 18.17%+5.6pp | 24.33%-0.5pp | 40.90%-17.1pp |
| Employer contribution / active EE | $6,413 | $2,134+200.5% | $3,400+88.6% | $2,631+143.8% |
| Participant deferral / active EE | $3,791 | $3,168+19.6% | $4,692-19.2% | $4,212-10.0% |
| Admin fee / account holder | $3,572 | $6,369-43.9% | $11,386-68.6% | $7,344-51.4% |