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 | $116,126 | $52,279+122.1% | $89,391+29.9% | $79,858+45.4% |
| Participation rate | 72.3% | 57.5%+14.8pp | 68.0%+4.4pp | 69.6%+2.7pp |
| Annual return | 23.54% | 22.16%+1.4pp | 245.62%-222.1pp | 31.71%-8.2pp |
| Employer contribution / active EE | $5,245 | $1,572+233.7% | $2,586+102.9% | $2,471+112.3% |
| Participant deferral / active EE | $7,843 | $2,740+186.2% | $3,890+101.6% | $3,740+109.7% |
| Admin fee / account holder | $5,543 | $3,356+65.2% | $4,881+13.6% | $5,306+4.5% |