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 | $152,866 | $66,402+130.2% | $109,895+39.1% | $85,850+78.1% |
| Participation rate | 77.6% | 63.9%+13.7pp | 74.2%+3.3pp | 69.3%+8.2pp |
| Annual return | 15.51% | 19.59%-4.1pp | 29.45%-13.9pp | 318.53%-303.0pp |
| Employer contribution / active EE | $4,913 | $1,687+191.2% | $2,842+72.8% | $2,565+91.5% |
| Participant deferral / active EE | $5,743 | $2,842+102.0% | $4,048+41.9% | $3,952+45.3% |
| Admin fee / account holder | $6,688 | $4,557+46.8% | $6,066+10.3% | $6,260+6.8% |