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 | $131,591 | $64,480+104.1% | $81,382+61.7% | $80,856+62.7% |
| Participation rate | 90.0% | 63.9%+26.1pp | 69.5%+20.5pp | 67.6%+22.4pp |
| Annual return | 14.83% | 16.34%-1.5pp | 24.73%-9.9pp | 35.59%-20.8pp |
| Employer contribution / active EE | $2,928 | $1,978+48.0% | $2,463+18.9% | $2,755+6.3% |
| Participant deferral / active EE | $6,783 | $3,094+119.3% | $3,883+74.7% | $4,296+57.9% |
| Admin fee / account holder | $6,514 | $5,671+14.9% | $5,768+12.9% | $6,918-5.8% |