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 | $174,647 | $78,422+122.7% | $95,952+82.0% | $79,858+118.7% |
| Participation rate | 90.3% | 73.5%+16.8pp | 77.1%+13.2pp | 69.6%+20.7pp |
| Annual return | 28.91% | 19.37%+9.5pp | 91.61%-62.7pp | 31.71%-2.8pp |
| Employer contribution / active EE | $3,914 | $1,945+101.2% | $2,541+54.0% | $2,471+58.4% |
| Participant deferral / active EE | $6,307 | $3,440+83.3% | $4,167+51.3% | $3,740+68.6% |
| Admin fee / account holder | $17,486 | $5,622+211.0% | $6,795+157.3% | $5,306+229.5% |