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 | $138,776 | $76,552+81.3% | $123,892+12.0% | $62,891+120.7% |
| Participation rate | 96.4% | 73.0%+23.4pp | 81.4%+15.0pp | 69.3%+27.1pp |
| Annual return | 10.57% | 18.68%-8.1pp | 47.52%-36.9pp | 20.14%-9.6pp |
| Employer contribution / active EE | $5,464 | $2,883+89.6% | $4,617+18.3% | $2,281+139.5% |
| Participant deferral / active EE | $5,258 | $4,840+8.6% | $5,984-12.1% | $3,203+64.2% |
| Admin fee / account holder | $432 | $4,826-91.0% | $8,357-94.8% | $4,296-89.9% |