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 | $145,120 | $76,552+89.6% | $123,892+17.1% | $62,891+130.7% |
| Participation rate | 89.2% | 73.0%+16.2pp | 81.4%+7.8pp | 69.3%+19.9pp |
| Annual return | 6.42% | 18.68%-12.3pp | 47.52%-41.1pp | 20.14%-13.7pp |
| Employer contribution / active EE | $3,168 | $2,883+9.9% | $4,617-31.4% | $2,281+38.9% |
| Participant deferral / active EE | $8,505 | $4,840+75.7% | $5,984+42.1% | $3,203+165.5% |
| Admin fee / account holder | $11,244 | $4,826+133.0% | $8,357+34.5% | $4,296+161.7% |