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 | $189,017 | $73,787+156.2% | $98,716+91.5% | $82,448+129.3% |
| Participation rate | 71.4% | 61.4%+10.0pp | 69.3%+2.1pp | 68.1%+3.4pp |
| Annual return | 13.00% | 18.57%-5.6pp | 31.81%-18.8pp | 41.64%-28.6pp |
| Employer contribution / active EE | $1,655 | $1,511+9.5% | $2,279-27.4% | $2,551-35.1% |
| Participant deferral / active EE | $4,974 | $3,081+61.4% | $4,048+22.9% | $4,139+20.2% |
| Admin fee / account holder | $17,313 | $6,500+166.3% | $8,703+98.9% | $7,234+139.3% |