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 | $156,075 | $59,839+160.8% | $81,983+90.4% | $79,858+95.4% |
| Participation rate | 96.7% | 61.6%+35.0pp | 69.2%+27.4pp | 69.6%+27.0pp |
| Annual return | 19.89% | 17.56%+2.3pp | 41.31%-21.4pp | 31.71%-11.8pp |
| Employer contribution / active EE | $8,238 | $1,713+380.8% | $2,498+229.8% | $2,471+233.4% |
| Participant deferral / active EE | $7,363 | $2,695+173.2% | $3,722+97.8% | $3,740+96.9% |
| Admin fee / account holder | $1,328 | $4,287-69.0% | $5,664-76.6% | $5,306-75.0% |