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 | $183,890 | $80,717+127.8% | $154,803+18.8% | $84,808+116.8% |
| Participation rate | 76.8% | 66.8%+10.0pp | 78.1%-1.3pp | 68.3%+8.5pp |
| Annual return | 17.71% | 37.96%-20.3pp | 58.88%-41.2pp | 40.90%-23.2pp |
| Employer contribution / active EE | $2,600 | $2,761-5.8% | $4,305-39.6% | $2,631-1.2% |
| Participant deferral / active EE | $5,660 | $3,303+71.4% | $5,540+2.2% | $4,212+34.4% |
| Admin fee / account holder | $35,893 | $6,746+432.1% | $14,329+150.5% | $7,344+388.8% |