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 | $182,337 | $108,825+67.6% | $156,181+16.7% | $82,448+121.2% |
| Participation rate | 92.0% | 72.4%+19.6pp | 78.8%+13.2pp | 68.1%+23.9pp |
| Annual return | 13.94% | 20.59%-6.7pp | 64.87%-50.9pp | 41.64%-27.7pp |
| Employer contribution / active EE | $3,473 | $2,870+21.0% | $4,294-19.1% | $2,551+36.1% |
| Participant deferral / active EE | $7,470 | $4,577+63.2% | $6,132+21.8% | $4,139+80.5% |
| Admin fee / account holder | $16,099 | $9,341+72.4% | $14,586+10.4% | $7,234+122.5% |