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 | $154,651 | $72,012+114.8% | $185,823-16.8% | $79,858+93.7% |
| Participation rate | 96.2% | 65.8%+30.4pp | 78.0%+18.1pp | 69.6%+26.5pp |
| Annual return | 13.65% | 23.12%-9.5pp | 35.95%-22.3pp | 31.71%-18.1pp |
| Employer contribution / active EE | $3,533 | $1,965+79.9% | $4,087-13.6% | $2,471+43.0% |
| Participant deferral / active EE | $8,626 | $3,779+128.3% | $5,632+53.2% | $3,740+130.6% |
| Admin fee / account holder | $1,549 | $4,513-65.7% | $9,500-83.7% | $5,306-70.8% |