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 | $131,232 | $74,927+75.1% | $101,794+28.9% | $84,808+54.7% |
| Participation rate | 79.4% | 61.4%+18.0pp | 69.2%+10.2pp | 68.3%+11.1pp |
| Annual return | 16.56% | 18.70%-2.1pp | 30.53%-14.0pp | 40.90%-24.3pp |
| Employer contribution / active EE | $2,560 | $1,522+68.2% | $2,289+11.9% | $2,631-2.7% |
| Participant deferral / active EE | $4,867 | $3,099+57.0% | $4,084+19.2% | $4,212+15.6% |
| Admin fee / account holder | $1,234 | $6,514-81.1% | $8,777-85.9% | $7,344-83.2% |