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 4-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 | $158,759 | $81,460+94.9% | $103,333+53.6% | $80,856+96.3% |
| Participation rate | 80.0% | 66.8%+13.2pp | 74.5%+5.5pp | 67.6%+12.4pp |
| Annual return | 13.66% | 25.55%-11.9pp | 24.88%-11.2pp | 35.59%-21.9pp |
| Employer contribution / active EE | $6,683 | $3,105+115.2% | $3,868+72.8% | $2,755+142.6% |
| Participant deferral / active EE | $8,645 | $3,869+123.5% | $5,057+70.9% | $4,296+101.2% |
| Admin fee / account holder | $3,249 | $6,566-50.5% | $8,355-61.1% | $6,918-53.0% |