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 | $244,065 | $109,413+123.1% | $156,263+56.2% | $84,808+187.8% |
| Participation rate | 86.1% | 72.7%+13.4pp | 78.9%+7.2pp | 68.3%+17.8pp |
| Annual return | 15.37% | 20.18%-4.8pp | 59.47%-44.1pp | 40.90%-25.5pp |
| Employer contribution / active EE | $7,145 | $2,907+145.8% | $4,333+64.9% | $2,631+171.6% |
| Participant deferral / active EE | $8,127 | $4,590+77.1% | $6,158+32.0% | $4,212+93.0% |
| Admin fee / account holder | $6,860 | $9,357-26.7% | $14,255-51.9% | $7,344-6.6% |