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 | $152,027 | $109,881+38.4% | $150,045+1.3% | $84,808+79.3% |
| Participation rate | 72.0% | 76.1%-4.1pp | 82.3%-10.3pp | 68.3%+3.7pp |
| Annual return | 19.35% | 28.25%-8.9pp | 62.55%-43.2pp | 40.90%-21.5pp |
| Employer contribution / active EE | $4,487 | $3,561+26.0% | $4,693-4.4% | $2,631+70.6% |
| Participant deferral / active EE | $8,914 | $6,636+34.3% | $7,997+11.5% | $4,212+111.7% |
| Admin fee / account holder | $2,461 | $8,568-71.3% | $13,435-81.7% | $7,344-66.5% |