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 | $212,477 | $106,749+99.0% | $145,433+46.1% | $82,448+157.7% |
| Participation rate | 77.4% | 75.6%+1.7pp | 82.1%-4.8pp | 68.1%+9.3pp |
| Annual return | 15.76% | 27.59%-11.8pp | 66.58%-50.8pp | 41.64%-25.9pp |
| Employer contribution / active EE | $4,927 | $3,444+43.0% | $4,554+8.2% | $2,551+93.1% |
| Participant deferral / active EE | $9,646 | $6,519+48.0% | $7,897+22.1% | $4,139+133.0% |
| Admin fee / account holder | $8,075 | $8,390-3.7% | $13,129-38.5% | $7,234+11.6% |