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 | $188,565 | $83,477+125.9% | $125,175+50.6% | $72,985+158.4% |
| Participation rate | 88.9% | 73.3%+15.6pp | 79.8%+9.1pp | 69.5%+19.4pp |
| Annual return | 22.41% | 25.78%-3.4pp | 43.79%-21.4pp | 81.00%-58.6pp |
| Employer contribution / active EE | $5,487 | $2,345+134.0% | $3,865+42.0% | $2,440+124.9% |
| Participant deferral / active EE | $11,789 | $3,585+228.8% | $4,937+138.8% | $3,607+226.8% |
| Admin fee / account holder | $5,979 | $5,517+8.4% | $9,702-38.4% | $5,124+16.7% |