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 7-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 | $166,621 | $109,413+52.3% | $156,263+6.6% | $84,808+96.5% |
| Participation rate | 78.4% | 72.7%+5.7pp | 78.9%-0.5pp | 68.3%+10.1pp |
| Annual return | 19.45% | 20.18%-0.7pp | 59.47%-40.0pp | 40.90%-21.5pp |
| Employer contribution / active EE | $5,603 | $2,907+92.7% | $4,333+29.3% | $2,631+113.0% |
| Participant deferral / active EE | $10,724 | $4,590+133.7% | $6,158+74.1% | $4,212+154.6% |
| Admin fee / account holder | $1,675 | $9,357-82.1% | $14,255-88.2% | $7,344-77.2% |