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 8-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 | $161,117 | $86,929+85.3% | $102,423+57.3% | $80,856+99.3% |
| Participation rate | 73.8% | 72.4%+1.5pp | 76.5%-2.6pp | 67.6%+6.2pp |
| Annual return | 15.24% | 18.88%-3.6pp | 29.32%-14.1pp | 35.59%-20.4pp |
| Employer contribution / active EE | $2,970 | $2,369+25.3% | $3,023-1.8% | $2,755+7.8% |
| Participant deferral / active EE | $7,414 | $4,118+80.0% | $5,053+46.7% | $4,296+72.6% |
| Admin fee / account holder | $13,908 | $8,049+72.8% | $9,451+47.2% | $6,918+101.0% |