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 | $124,481 | $64,348+93.4% | $90,160+38.1% | $70,131+77.5% |
| Participation rate | 84.0% | 70.4%+13.6pp | 76.9%+7.1pp | 69.5%+14.5pp |
| Annual return | 15.53% | 28.13%-12.6pp | 34.88%-19.4pp | 73.14%-57.6pp |
| Employer contribution / active EE | $2,623 | $2,046+28.2% | $3,318-20.9% | $2,342+12.0% |
| Participant deferral / active EE | $3,793 | $4,389-13.6% | $5,288-28.3% | $3,332+13.8% |
| Admin fee / account holder | $1,412 | $3,944-64.2% | $5,943-76.2% | $4,645-69.6% |