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 | $174,565 | $80,717+116.3% | $154,803+12.8% | $84,808+105.8% |
| Participation rate | 94.4% | 66.8%+27.6pp | 78.1%+16.4pp | 68.3%+26.1pp |
| Annual return | 17.24% | 37.96%-20.7pp | 58.88%-41.6pp | 40.90%-23.7pp |
| Employer contribution / active EE | $6,942 | $2,761+151.4% | $4,305+61.2% | $2,631+163.9% |
| Participant deferral / active EE | $9,881 | $3,303+199.2% | $5,540+78.3% | $4,212+134.6% |
| Admin fee / account holder | $6,091 | $6,746-9.7% | $14,329-57.5% | $7,344-17.1% |