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 | $160,727 | $81,460+97.3% | $103,333+55.5% | $80,856+98.8% |
| Participation rate | 77.4% | 66.8%+10.6pp | 74.5%+2.9pp | 67.6%+9.8pp |
| Annual return | 14.07% | 25.55%-11.5pp | 24.88%-10.8pp | 35.59%-21.5pp |
| Employer contribution / active EE | $3,870 | $3,105+24.6% | $3,8680% | $2,755+40.5% |
| Participant deferral / active EE | $8,684 | $3,869+124.5% | $5,057+71.7% | $4,296+102.2% |
| Admin fee / account holder | $9,190 | $6,566+40.0% | $8,355+10.0% | $6,918+32.8% |