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 | $149,839 | $109,413+36.9% | $156,263-4.1% | $84,808+76.7% |
| Participation rate | 93.9% | 72.7%+21.2pp | 78.9%+15.0pp | 68.3%+25.6pp |
| Annual return | 34.95% | 20.18%+14.8pp | 59.47%-24.5pp | 40.90%-5.9pp |
| Employer contribution / active EE | $2,964 | $2,907+2.0% | $4,333-31.6% | $2,631+12.7% |
| Participant deferral / active EE | $6,907 | $4,590+50.5% | $6,158+12.2% | $4,212+64.0% |
| Admin fee / account holder | $32,697 | $9,357+249.5% | $14,255+129.4% | $7,344+345.2% |