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 | $152,017 | $95,266+59.6% | $82,389+84.5% | $142,382+6.8% |
| Participation rate | 83.3% | 74.5%+8.9pp | 69.5%+13.8pp | 80.1%+3.2pp |
| Annual return | 20.05% | 25.74%-5.7pp | 28.67%-8.6pp | 217.08%-197.0pp |
| Employer contribution / active EE | $3,236 | $2,991+8.2% | $2,517+28.5% | $4,299-24.7% |
| Participant deferral / active EE | $15,667 | $4,809+225.8% | $4,155+277.1% | $6,507+140.8% |
| Admin fee / account holder | $792 | $8,563-90.8% | $7,231-89.1% | $12,624-93.7% |