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 | $130,608 | $78,672+66.0% | $109,143+19.7% | $85,850+52.1% |
| Participation rate | 97.0% | 68.3%+28.7pp | 75.9%+21.1pp | 69.3%+27.7pp |
| Annual return | 27.35% | 25.09%+2.3pp | 25.75%+1.6pp | 318.53%-291.2pp |
| Employer contribution / active EE | $12,746 | $2,735+366.1% | $3,722+242.5% | $2,565+396.9% |
| Participant deferral / active EE | $5,790 | $3,467+67.0% | $4,653+24.4% | $3,952+46.5% |
| Admin fee / account holder | $6,099 | $5,469+11.5% | $6,752-9.7% | $6,260-2.6% |