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 | $194,146 | $80,717+140.5% | $154,803+25.4% | $84,808+128.9% |
| Participation rate | 83.9% | 66.8%+17.1pp | 78.1%+5.8pp | 68.3%+15.6pp |
| Annual return | 19.49% | 37.96%-18.5pp | 58.88%-39.4pp | 40.90%-21.4pp |
| Employer contribution / active EE | $2,453 | $2,761-11.2% | $4,305-43.0% | $2,631-6.8% |
| Participant deferral / active EE | $7,070 | $3,303+114.0% | $5,540+27.6% | $4,212+67.9% |
| Admin fee / account holder | $6,818 | $6,746+1.1% | $14,329-52.4% | $7,344-7.2% |