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 | $194,354 | $78,422+147.8% | $95,952+102.6% | $79,858+143.4% |
| Participation rate | 86.2% | 73.5%+12.7pp | 77.1%+9.1pp | 69.6%+16.6pp |
| Annual return | 15.23% | 19.37%-4.1pp | 91.61%-76.4pp | 31.71%-16.5pp |
| Employer contribution / active EE | $2,274 | $1,945+16.9% | $2,541-10.5% | $2,471-8.0% |
| Participant deferral / active EE | $8,090 | $3,440+135.2% | $4,167+94.2% | $3,740+116.3% |
| Admin fee / account holder | $15,606 | $5,622+177.6% | $6,795+129.7% | $5,306+194.1% |