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 | $196,785 | $101,724+93.5% | $164,813+19.4% | $80,856+143.4% |
| Participation rate | 96.2% | 71.8%+24.3pp | 78.6%+17.6pp | 67.6%+28.5pp |
| Annual return | 21.78% | 16.72%+5.1pp | 69.93%-48.2pp | 35.59%-13.8pp |
| Employer contribution / active EE | $8,743 | $2,953+196.0% | $4,341+101.4% | $2,755+217.4% |
| Participant deferral / active EE | $8,908 | $4,477+99.0% | $6,031+47.7% | $4,296+107.4% |
| Admin fee / account holder | $1,459 | $8,227-82.3% | $12,690-88.5% | $6,918-78.9% |