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 8-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 | $150,174 | $80,673+86.2% | $101,326+48.2% | $84,808+77.1% |
| Participation rate | 83.3% | 77.8%+5.6pp | 81.5%+1.8pp | 68.3%+15.0pp |
| Annual return | 21.70% | 38.95%-17.3pp | 36.82%-15.1pp | 40.90%-19.2pp |
| Employer contribution / active EE | $5,554 | $2,698+105.9% | $3,665+51.5% | $2,631+111.1% |
| Participant deferral / active EE | $10,452 | $6,840+52.8% | $7,994+30.7% | $4,212+148.2% |
| Admin fee / account holder | $1,701 | $12,784-86.7% | $11,185-84.8% | $7,344-76.8% |