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 7-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 | $154,010 | $79,557+93.6% | $118,746+29.7% | $70,131+119.6% |
| Participation rate | 100.0% | 71.4%+28.6pp | 78.3%+21.7pp | 69.5%+30.5pp |
| Annual return | 13.99% | 25.64%-11.6pp | 24.54%-10.5pp | 73.14%-59.1pp |
| Employer contribution / active EE | $5,837 | $2,861+104.0% | $4,193+39.2% | $2,342+149.2% |
| Participant deferral / active EE | $5,714 | $4,089+39.7% | $5,332+7.2% | $3,332+71.5% |
| Admin fee / account holder | $4,002 | $5,374-25.5% | $10,720-62.7% | $4,645-13.8% |