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 | $141,385 | $109,413+29.2% | $156,263-9.5% | $84,808+66.7% |
| Participation rate | 93.9% | 72.7%+21.2pp | 78.9%+15.0pp | 68.3%+25.6pp |
| Annual return | 14.65% | 20.18%-5.5pp | 59.47%-44.8pp | 40.90%-26.2pp |
| Employer contribution / active EE | $4,501 | $2,907+54.9% | $4,333+3.9% | $2,631+71.1% |
| Participant deferral / active EE | $5,877 | $4,590+28.1% | $6,158-4.6% | $4,212+39.6% |
| Admin fee / account holder | $11,344 | $9,357+21.2% | $14,255-20.4% | $7,344+54.5% |