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 | $157,464 | $123,793+27.2% | $177,821-11.4% | $79,858+97.2% |
| Participation rate | 94.3% | 84.7%+9.6pp | 87.7%+6.6pp | 69.6%+24.7pp |
| Annual return | 19.84% | 22.82%-3.0pp | 48.32%-28.5pp | 31.71%-11.9pp |
| Employer contribution / active EE | $5,085 | $4,095+24.2% | $5,918-14.1% | $2,471+105.8% |
| Participant deferral / active EE | $5,114 | $5,956-14.1% | $7,714-33.7% | $3,740+36.7% |
| Admin fee / account holder | $3,795 | $7,243-47.6% | $12,427-69.5% | $5,306-28.5% |