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 | $146,269 | $109,359+33.8% | $162,163-9.8% | $72,985+100.4% |
| Participation rate | 100.0% | 84.3%+15.7pp | 87.6%+12.4pp | 69.5%+30.5pp |
| Annual return | 28.14% | 25.46%+2.7pp | 115.59%-87.4pp | 81.00%-52.9pp |
| Employer contribution / active EE | $6,119 | $3,907+56.6% | $5,614+9.0% | $2,440+150.8% |
| Participant deferral / active EE | $5,982 | $5,481+9.1% | $7,298-18.0% | $3,607+65.8% |
| Admin fee / account holder | $3,404 | $7,972-57.3% | $10,843-68.6% | $5,124-33.6% |