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 | $166,500 | $80,717+106.3% | $154,803+7.6% | $84,808+96.3% |
| Participation rate | 87.5% | 66.8%+20.7pp | 78.1%+9.4pp | 68.3%+19.2pp |
| Annual return | 13.96% | 37.96%-24.0pp | 58.88%-44.9pp | 40.90%-26.9pp |
| Employer contribution / active EE | $4,233 | $2,761+53.3% | $4,305-1.7% | $2,631+60.9% |
| Participant deferral / active EE | $8,916 | $3,303+169.9% | $5,540+60.9% | $4,212+111.7% |
| Admin fee / account holder | $13,098 | $6,746+94.2% | $14,329-8.6% | $7,344+78.4% |