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 | $138,322 | $65,365+111.6% | $92,893+48.9% | $72,985+89.5% |
| Participation rate | 93.5% | 68.3%+25.2pp | 76.0%+17.5pp | 69.5%+24.0pp |
| Annual return | 18.18% | 42.10%-23.9pp | 109.41%-91.2pp | 81.00%-62.8pp |
| Employer contribution / active EE | $3,023 | $2,594+16.5% | $3,653-17.2% | $2,440+23.9% |
| Participant deferral / active EE | $6,224 | $3,128+99.0% | $4,236+46.9% | $3,607+72.5% |
| Admin fee / account holder | $4,132 | $4,251-2.8% | $5,794-28.7% | $5,124-19.4% |