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 | $147,212 | $73,933+99.1% | $96,683+52.3% | $75,163+95.9% |
| Participation rate | 72.2% | 66.4%+5.8pp | 74.3%-2.1pp | 67.2%+5.0pp |
| Annual return | 25.02% | 26.70%-1.7pp | 35.69%-10.7pp | 160.62%-135.6pp |
| Employer contribution / active EE | $3,754 | $2,928+28.2% | $3,737+0.5% | $2,670+40.6% |
| Participant deferral / active EE | $9,112 | $3,659+149.1% | $4,878+86.8% | $4,125+120.9% |
| Admin fee / account holder | $4,918 | $5,216-5.7% | $6,730-26.9% | $5,651-13.0% |