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 | $182,766 | $70,475+159.3% | $100,516+81.8% | $79,858+128.9% |
| Participation rate | 83.0% | 73.7%+9.4pp | 79.4%+3.6pp | 69.6%+13.4pp |
| Annual return | 13.91% | 21.90%-8.0pp | 30.89%-17.0pp | 31.71%-17.8pp |
| Employer contribution / active EE | $4,697 | $2,165+117.0% | $3,418+37.4% | $2,471+90.1% |
| Participant deferral / active EE | $10,817 | $5,181+108.8% | $6,270+72.5% | $3,740+189.2% |
| Admin fee / account holder | $2,383 | $4,478-46.8% | $8,081-70.5% | $5,306-55.1% |