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 | $184,997 | $101,724+81.9% | $164,813+12.2% | $80,856+128.8% |
| Participation rate | 90.0% | 71.8%+18.2pp | 78.6%+11.4pp | 67.6%+22.4pp |
| Annual return | 14.73% | 16.72%-2.0pp | 69.93%-55.2pp | 35.59%-20.9pp |
| Employer contribution / active EE | $4,678 | $2,953+58.4% | $4,341+7.8% | $2,755+69.8% |
| Participant deferral / active EE | $6,784 | $4,477+51.5% | $6,031+12.5% | $4,296+57.9% |
| Admin fee / account holder | $12,457 | $8,227+51.4% | $12,690-1.8% | $6,918+80.1% |