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 7-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 | $187,023 | $114,381+63.5% | $107,525+73.9% | $142,382+31.4% |
| Participation rate | 71.4% | 78.1%-6.7pp | 75.1%-3.6pp | 80.1%-8.7pp |
| Annual return | 15.95% | 242.71%-226.8pp | 181.32%-165.4pp | 217.08%-201.1pp |
| Employer contribution / active EE | $5,397 | $4,015+34.4% | $3,754+43.8% | $4,299+25.5% |
| Participant deferral / active EE | $15,605 | $5,564+180.5% | $5,116+205.1% | $6,507+139.8% |
| Admin fee / account holder | $15,431 | $9,860+56.5% | $8,919+73.0% | $12,624+22.2% |