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 | $188,758 | $83,477+126.1% | $125,175+50.8% | $72,985+158.6% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.5%+30.5pp |
| Annual return | 22.55% | 25.78%-3.2pp | 43.79%-21.2pp | 81.00%-58.4pp |
| Employer contribution / active EE | $2,485 | $2,345+6.0% | $3,865-35.7% | $2,440+1.9% |
| Participant deferral / active EE | $7,291 | $3,585+103.4% | $4,937+47.7% | $3,607+102.1% |
| Admin fee / account holder | $1,525 | $5,517-72.4% | $9,702-84.3% | $5,124-70.2% |