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 | $187,809 | $93,571+100.7% | $135,903+38.2% | $75,163+149.9% |
| Participation rate | 96.0% | 75.2%+20.8pp | 81.9%+14.1pp | 67.2%+28.8pp |
| Annual return | 17.60% | 30.90%-13.3pp | 68.23%-50.6pp | 160.62%-143.0pp |
| Employer contribution / active EE | $1,308 | $3,537-63.0% | $4,856-73.1% | $2,670-51.0% |
| Participant deferral / active EE | $8,743 | $6,404+36.5% | $7,758+12.7% | $4,125+111.9% |
| Admin fee / account holder | $4,601 | $6,975-34.0% | $10,762-57.2% | $5,651-18.6% |