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 | $238,362 | $110,257+116.2% | $96,544+146.9% | $139,434+71.0% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 24.61% | 26.32%-1.7pp | 25.84%-1.2pp | 372.94%-348.3pp |
| Employer contribution / active EE | $9,444 | $3,620+160.9% | $2,965+218.5% | $4,751+98.8% |
| Participant deferral / active EE | $6,671 | $5,548+20.2% | $4,851+37.5% | $6,710-0.6% |
| Admin fee / account holder | $12,938 | $11,591+11.6% | $8,252+56.8% | $11,403+13.5% |