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 | $76,407+117.9% | $150,298+10.8% | $82,448+101.9% |
| Participation rate | 87.5% | 66.4%+21.1pp | 77.8%+9.7pp | 68.1%+19.4pp |
| Annual return | 13.96% | 39.99%-26.0pp | 62.79%-48.8pp | 41.64%-27.7pp |
| Employer contribution / active EE | $4,233 | $2,614+61.9% | $4,154+1.9% | $2,551+65.9% |
| Participant deferral / active EE | $8,916 | $3,214+177.4% | $5,453+63.5% | $4,139+115.4% |
| Admin fee / account holder | $13,098 | $6,352+106.2% | $14,116-7.2% | $7,234+81.1% |