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 | $87,851 | $59,101+48.6% | $77,163+13.9% | $75,163+16.9% |
| Participation rate | 88.0% | 63.9%+24.1pp | 69.6%+18.4pp | 67.2%+20.8pp |
| Annual return | 13.90% | 26.71%-12.8pp | 37.87%-24.0pp | 160.62%-146.7pp |
| Employer contribution / active EE | $2,814 | $1,995+41.1% | $2,535+11.0% | $2,670+5.4% |
| Participant deferral / active EE | $5,599 | $2,999+86.7% | $3,833+46.1% | $4,125+35.7% |
| Admin fee / account holder | $359 | $4,774-92.5% | $5,472-93.4% | $5,651-93.6% |