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 | $109,413+66.6% | $156,263+16.7% | $84,808+115.0% |
| Participation rate | 92.0% | 72.7%+19.3pp | 78.9%+13.1pp | 68.3%+23.7pp |
| Annual return | 13.94% | 20.18%-6.2pp | 59.47%-45.5pp | 40.90%-27.0pp |
| Employer contribution / active EE | $3,473 | $2,907+19.5% | $4,333-19.9% | $2,631+32.0% |
| Participant deferral / active EE | $7,470 | $4,590+62.8% | $6,158+21.3% | $4,212+77.4% |
| Admin fee / account holder | $16,099 | $9,357+72.1% | $14,255+12.9% | $7,344+119.2% |