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 | $158,254 | $73,933+114.1% | $96,683+63.7% | $75,163+110.5% |
| Participation rate | 79.4% | 66.4%+13.0pp | 74.3%+5.1pp | 67.2%+12.2pp |
| Annual return | 19.21% | 26.70%-7.5pp | 35.69%-16.5pp | 160.62%-141.4pp |
| Employer contribution / active EE | $6,091 | $2,928+108.1% | $3,737+63.0% | $2,670+128.2% |
| Participant deferral / active EE | $8,027 | $3,659+119.4% | $4,878+64.5% | $4,125+94.6% |
| Admin fee / account holder | $3,525 | $5,216-32.4% | $6,730-47.6% | $5,651-37.6% |