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 | $148,302 | $96,557+53.6% | $80,975+83.1% | $273,961-45.9% |
| Participation rate | 87.5% | 79.1%+8.4pp | 75.8%+11.7pp | 83.0%+4.5pp |
| Annual return | 16.13% | 15.14%+1.0pp | 17.10%-1.0pp | 41.45%-25.3pp |
| Employer contribution / active EE | $4,510 | $4,868-7.4% | $3,714+21.4% | $4,869-7.4% |
| Participant deferral / active EE | $10,271 | $6,598+55.7% | $5,696+80.3% | $5,287+94.3% |
| Admin fee / account holder | $8,493 | $7,492+13.4% | $5,516+54.0% | $10,132-16.2% |