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 | $156,920 | $109,881+42.8% | $150,045+4.6% | $84,808+85.0% |
| Participation rate | 85.7% | 76.1%+9.6pp | 82.3%+3.4pp | 68.3%+17.4pp |
| Annual return | 15.64% | 28.25%-12.6pp | 62.55%-46.9pp | 40.90%-25.3pp |
| Employer contribution / active EE | $3,139 | $3,561-11.9% | $4,693-33.1% | $2,631+19.3% |
| Participant deferral / active EE | $8,959 | $6,636+35.0% | $7,997+12.0% | $4,212+112.7% |
| Admin fee / account holder | $4,299 | $8,568-49.8% | $13,435-68.0% | $7,344-41.5% |