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 | $128,316 | $90,674+41.5% | $96,707+32.7% | $82,448+55.6% |
| Participation rate | 96.5% | 75.9%+20.5pp | 80.4%+16.1pp | 68.1%+28.4pp |
| Annual return | 15.06% | 49.05%-34.0pp | 34.78%-19.7pp | 41.64%-26.6pp |
| Employer contribution / active EE | $4,617 | $3,975+16.2% | $4,191+10.2% | $2,551+81.0% |
| Participant deferral / active EE | $7,819 | $5,696+37.3% | $5,997+30.4% | $4,139+88.9% |
| Admin fee / account holder | $2,023 | $7,568-73.3% | $7,503-73.0% | $7,234-72.0% |