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 | $205,165 | $72,012+184.9% | $185,823+10.4% | $79,858+156.9% |
| Participation rate | 81.7% | 65.8%+15.9pp | 78.0%+3.6pp | 69.6%+12.0pp |
| Annual return | 16.33% | 23.12%-6.8pp | 35.95%-19.6pp | 31.71%-15.4pp |
| Employer contribution / active EE | $4,331 | $1,965+120.5% | $4,087+6.0% | $2,471+75.3% |
| Participant deferral / active EE | $9,165 | $3,779+142.5% | $5,632+62.7% | $3,740+145.0% |
| Admin fee / account holder | $11,057 | $4,513+145.0% | $9,500+16.4% | $5,306+108.4% |