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 | $178,722 | $51,576+246.5% | $129,207+38.3% | $80,856+121.0% |
| Participation rate | 76.5% | 57.0%+19.5pp | 69.6%+6.9pp | 67.6%+8.8pp |
| Annual return | 24.89% | 20.81%+4.1pp | 9417.33%-9392.4pp | 35.59%-10.7pp |
| Employer contribution / active EE | $5,248 | $1,584+231.4% | $4,153+26.4% | $2,755+90.5% |
| Participant deferral / active EE | $9,915 | $2,669+271.5% | $4,168+137.9% | $4,296+130.8% |
| Admin fee / account holder | $5,538 | $4,305+28.6% | $7,715-28.2% | $6,918-19.9% |