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 5-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 | $185,850 | $46,869+296.5% | $122,332+51.9% | $70,131+165.0% |
| Participation rate | 100.0% | 58.2%+41.8pp | 71.6%+28.4pp | 69.5%+30.5pp |
| Annual return | 14.73% | 24.22%-9.5pp | 30.27%-15.5pp | 73.14%-58.4pp |
| Employer contribution / active EE | $7,688 | $1,288+497.0% | $4,050+89.8% | $2,342+228.2% |
| Participant deferral / active EE | $7,178 | $2,166+231.3% | $3,287+118.4% | $3,332+115.5% |
| Admin fee / account holder | $5,974 | $3,322+79.8% | $5,478+9.1% | $4,645+28.6% |