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 | $108,825+53.1% | $156,181+6.7% | $82,448+102.1% |
| Participation rate | 78.4% | 72.4%+6.0pp | 78.8%-0.4pp | 68.1%+10.3pp |
| Annual return | 19.45% | 20.59%-1.1pp | 64.87%-45.4pp | 41.64%-22.2pp |
| Employer contribution / active EE | $5,603 | $2,870+95.2% | $4,294+30.5% | $2,551+119.6% |
| Participant deferral / active EE | $10,724 | $4,577+134.3% | $6,132+74.9% | $4,139+159.1% |
| Admin fee / account holder | $1,675 | $9,341-82.1% | $14,586-88.5% | $7,234-76.8% |