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 | $138,786 | $56,110+147.3% | $94,993+46.1% | $70,131+97.9% |
| Participation rate | 92.9% | 65.0%+27.9pp | 73.9%+19.0pp | 69.5%+23.3pp |
| Annual return | 13.70% | 51.02%-37.3pp | 27.12%-13.4pp | 73.14%-59.4pp |
| Employer contribution / active EE | $1,654 | $1,442+14.7% | $2,603-36.5% | $2,342-29.4% |
| Participant deferral / active EE | $3,618 | $2,391+51.3% | $3,317+9.1% | $3,332+8.6% |
| Admin fee / account holder | $3,991 | $3,456+15.5% | $4,960-19.5% | $4,645-14.1% |