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 | $174,642 | $89,753+94.6% | $107,525+62.4% | $84,808+105.9% |
| Participation rate | 88.3% | 68.1%+20.3pp | 75.1%+13.2pp | 68.3%+20.0pp |
| Annual return | 13.46% | 29.48%-16.0pp | 181.32%-167.9pp | 40.90%-27.4pp |
| Employer contribution / active EE | $4,195 | $3,113+34.7% | $3,754+11.8% | $2,631+59.5% |
| Participant deferral / active EE | $8,156 | $4,056+101.1% | $5,116+59.4% | $4,212+93.7% |
| Admin fee / account holder | $12,957 | $7,222+79.4% | $8,919+45.3% | $7,344+76.4% |