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 | $243,768 | $148,978+63.6% | $200,582+21.5% | $84,808+187.4% |
| Participation rate | 70.0% | 84.2%-14.2pp | 86.9%-16.9pp | 68.3%+1.7pp |
| Annual return | 18.83% | 28.16%-9.3pp | 42.33%-23.5pp | 40.90%-22.1pp |
| Employer contribution / active EE | $3,367 | $4,815-30.1% | $6,419-47.5% | $2,631+28.0% |
| Participant deferral / active EE | $4,604 | $7,142-35.5% | $9,331-50.7% | $4,212+9.3% |
| Admin fee / account holder | $984 | $13,977-93.0% | $16,305-94.0% | $7,344-86.6% |