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 | $147,562 | $101,724+45.1% | $164,813-10.5% | $80,856+82.5% |
| Participation rate | 82.4% | 71.8%+10.5pp | 78.6%+3.7pp | 67.6%+14.7pp |
| Annual return | 17.32% | 16.72%+0.6pp | 69.93%-52.6pp | 35.59%-18.3pp |
| Employer contribution / active EE | $3,111 | $2,953+5.3% | $4,341-28.3% | $2,755+12.9% |
| Participant deferral / active EE | $7,666 | $4,477+71.2% | $6,031+27.1% | $4,296+78.5% |
| Admin fee / account holder | $2,221 | $8,227-73.0% | $12,690-82.5% | $6,918-67.9% |