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 | $102,265 | $72,012+42.0% | $185,823-45.0% | $79,858+28.1% |
| Participation rate | 83.7% | 65.8%+18.0pp | 78.0%+5.7pp | 69.6%+14.1pp |
| Annual return | 16.02% | 23.12%-7.1pp | 35.95%-19.9pp | 31.71%-15.7pp |
| Employer contribution / active EE | $2,419 | $1,965+23.1% | $4,087-40.8% | $2,471-2.1% |
| Participant deferral / active EE | $7,405 | $3,779+96.0% | $5,632+31.5% | $3,740+98.0% |
| Admin fee / account holder | $2,627 | $4,513-41.8% | $9,500-72.3% | $5,306-50.5% |