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 | $156,017 | $106,515+46.5% | $96,683+61.4% | $139,434+11.9% |
| Participation rate | 86.7% | 77.8%+8.8pp | 74.3%+12.3pp | 80.3%+6.3pp |
| Annual return | 12.15% | 38.43%-26.3pp | 35.69%-23.5pp | 372.94%-360.8pp |
| Employer contribution / active EE | $6,835 | $4,103+66.6% | $3,737+82.9% | $4,751+43.9% |
| Participant deferral / active EE | $3,620 | $5,454-33.6% | $4,878-25.8% | $6,710-46.1% |
| Admin fee / account holder | $1,114 | $7,877-85.9% | $6,730-83.5% | $11,403-90.2% |