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 | $176,300 | $79,944+120.5% | $98,439+79.1% | $75,163+134.6% |
| Participation rate | 73.5% | 70.4%+3.1pp | 75.2%-1.7pp | 67.2%+6.3pp |
| Annual return | 18.97% | 19.75%-0.8pp | 21.16%-2.2pp | 160.62%-141.6pp |
| Employer contribution / active EE | $5,063 | $2,264+123.6% | $3,048+66.1% | $2,670+89.6% |
| Participant deferral / active EE | $7,161 | $3,752+90.9% | $4,738+51.2% | $4,125+73.6% |
| Admin fee / account holder | $15,619 | $6,840+128.4% | $8,948+74.6% | $5,651+176.4% |