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 | $130,213 | $95,803+35.9% | $113,168+15.1% | $84,808+53.5% |
| Participation rate | 90.9% | 72.9%+18.0pp | 76.6%+14.3pp | 68.3%+22.6pp |
| Annual return | 37.15% | 25.00%+12.1pp | 24.27%+12.9pp | 40.90%-3.7pp |
| Employer contribution / active EE | $7,355 | $2,360+211.7% | $2,975+147.2% | $2,631+179.6% |
| Participant deferral / active EE | $3,825 | $4,242-9.8% | $5,107-25.1% | $4,212-9.2% |
| Admin fee / account holder | $13,654 | $8,989+51.9% | $12,068+13.1% | $7,344+85.9% |