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 | $145,196 | $64,480+125.2% | $81,382+78.4% | $80,856+79.6% |
| Participation rate | 100.0% | 63.9%+36.1pp | 69.5%+30.5pp | 67.6%+32.4pp |
| Annual return | 11.99% | 16.34%-4.4pp | 24.73%-12.7pp | 35.59%-23.6pp |
| Employer contribution / active EE | $3,490 | $1,978+76.4% | $2,463+41.7% | $2,755+26.7% |
| Participant deferral / active EE | $5,379 | $3,094+73.9% | $3,883+38.5% | $4,296+25.2% |
| Admin fee / account holder | $1,438 | $5,671-74.6% | $5,768-75.1% | $6,918-79.2% |