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 | $215,040 | $74,927+187.0% | $101,794+111.3% | $84,808+153.6% |
| Participation rate | 78.6% | 61.4%+17.2pp | 69.2%+9.4pp | 68.3%+10.3pp |
| Annual return | 13.31% | 18.70%-5.4pp | 30.53%-17.2pp | 40.90%-27.6pp |
| Employer contribution / active EE | $474 | $1,522-68.8% | $2,289-79.3% | $2,631-82.0% |
| Participant deferral / active EE | $2,983 | $3,099-3.7% | $4,084-27.0% | $4,212-29.2% |
| Admin fee / account holder | $2,264 | $6,514-65.2% | $8,777-74.2% | $7,344-69.2% |