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 | $74,927+152.3% | $101,794+85.7% | $84,808+122.9% |
| Participation rate | 71.4% | 61.4%+10.0pp | 69.2%+2.2pp | 68.3%+3.1pp |
| Annual return | 13.00% | 18.70%-5.7pp | 30.53%-17.5pp | 40.90%-27.9pp |
| Employer contribution / active EE | $1,655 | $1,522+8.8% | $2,289-27.7% | $2,631-37.1% |
| Participant deferral / active EE | $4,974 | $3,099+60.5% | $4,084+21.8% | $4,212+18.1% |
| Admin fee / account holder | $17,313 | $6,514+165.8% | $8,777+97.2% | $7,344+135.7% |