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 | $154,008 | $117,381+31.2% | $99,443+54.9% | $152,861+0.8% |
| Participation rate | 70.0% | 77.5%-7.5pp | 73.8%-3.8pp | 82.4%-12.4pp |
| Annual return | 20.28% | 31.87%-11.6pp | 30.72%-10.4pp | 345.32%-325.0pp |
| Employer contribution / active EE | $4,222 | $3,013+40.1% | $2,540+66.2% | $4,762-11.3% |
| Participant deferral / active EE | $6,866 | $4,086+68.0% | $3,619+89.7% | $5,850+17.4% |
| Admin fee / account holder | $6,389 | $7,631-16.3% | $6,250+2.2% | $11,596-44.9% |