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 | $177,517 | $86,929+104.2% | $102,423+73.3% | $80,856+119.5% |
| Participation rate | 93.1% | 72.4%+20.7pp | 76.5%+16.6pp | 67.6%+25.5pp |
| Annual return | 17.19% | 18.88%-1.7pp | 29.32%-12.1pp | 35.59%-18.4pp |
| Employer contribution / active EE | $3,945 | $2,369+66.5% | $3,023+30.5% | $2,755+43.2% |
| Participant deferral / active EE | $9,219 | $4,118+123.8% | $5,053+82.4% | $4,296+114.6% |
| Admin fee / account holder | $2,076 | $8,049-74.2% | $9,451-78.0% | $6,918-70.0% |