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 | $151,063 | $62,672+141.0% | $185,117-18.4% | $70,131+115.4% |
| Participation rate | 90.5% | 63.8%+26.7pp | 77.3%+13.2pp | 69.5%+20.9pp |
| Annual return | 14.96% | 40.79%-25.8pp | 40.50%-25.5pp | 73.14%-58.2pp |
| Employer contribution / active EE | $3,336 | $1,753+90.3% | $4,182-20.2% | $2,342+42.4% |
| Participant deferral / active EE | $6,964 | $3,272+112.9% | $5,045+38.0% | $3,332+109.0% |
| Admin fee / account holder | $15,901 | $3,932+304.4% | $8,159+94.9% | $4,645+242.3% |