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 | $130,526 | $109,413+19.3% | $156,263-16.5% | $84,808+53.9% |
| Participation rate | 94.3% | 72.7%+21.6pp | 78.9%+15.4pp | 68.3%+26.0pp |
| Annual return | 16.24% | 20.18%-3.9pp | 59.47%-43.2pp | 40.90%-24.7pp |
| Employer contribution / active EE | $4,919 | $2,907+69.2% | $4,333+13.5% | $2,631+87.0% |
| Participant deferral / active EE | $6,390 | $4,590+39.2% | $6,158+3.8% | $4,212+51.7% |
| Admin fee / account holder | $14,612 | $9,357+56.2% | $14,255+2.5% | $7,344+99.0% |