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 | $185,812 | $109,359+69.9% | $162,163+14.6% | $72,985+154.6% |
| Participation rate | 73.1% | 84.3%-11.2pp | 87.6%-14.5pp | 69.5%+3.6pp |
| Annual return | 28.01% | 25.46%+2.6pp | 115.59%-87.6pp | 81.00%-53.0pp |
| Employer contribution / active EE | $3,006 | $3,907-23.1% | $5,614-46.4% | $2,440+23.2% |
| Participant deferral / active EE | $12,549 | $5,481+129.0% | $7,298+72.0% | $3,607+247.9% |
| Admin fee / account holder | $4,125 | $7,972-48.3% | $10,843-62.0% | $5,124-19.5% |