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 | $167,804 | $95,803+75.2% | $113,168+48.3% | $84,808+97.9% |
| Participation rate | 97.0% | 72.9%+24.1pp | 76.6%+20.4pp | 68.3%+28.7pp |
| Annual return | 18.50% | 25.00%-6.5pp | 24.27%-5.8pp | 40.90%-22.4pp |
| Employer contribution / active EE | $3,573 | $2,360+51.4% | $2,975+20.1% | $2,631+35.8% |
| Participant deferral / active EE | $8,313 | $4,242+96.0% | $5,107+62.8% | $4,212+97.4% |
| Admin fee / account holder | $16,834 | $8,989+87.3% | $12,068+39.5% | $7,344+129.2% |