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 | $129,954 | $52,580+147.2% | $71,671+81.3% | $70,131+85.3% |
| Participation rate | 85.3% | 60.9%+24.4pp | 68.7%+16.5pp | 69.5%+15.8pp |
| Annual return | 20.50% | 20.25%+0.2pp | 20.65%-0.1pp | 73.14%-52.6pp |
| Employer contribution / active EE | $3,094 | $1,616+91.5% | $2,460+25.8% | $2,342+32.1% |
| Participant deferral / active EE | $4,107 | $2,386+72.1% | $3,438+19.5% | $3,332+23.3% |
| Admin fee / account holder | $23,736 | $3,653+549.8% | $5,558+327.0% | $4,645+411.0% |