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 | $234,344 | $77,899+200.8% | $149,673+56.6% | $75,163+211.8% |
| Participation rate | 86.2% | 65.6%+20.6pp | 78.8%+7.4pp | 67.2%+19.0pp |
| Annual return | 15.01% | 31.72%-16.7pp | 134.42%-119.4pp | 160.62%-145.6pp |
| Employer contribution / active EE | $7,692 | $3,137+145.2% | $4,818+59.7% | $2,670+188.1% |
| Participant deferral / active EE | $7,249 | $3,411+112.5% | $5,680+27.6% | $4,125+75.7% |
| Admin fee / account holder | $6,078 | $5,956+2.0% | $13,210-54.0% | $5,651+7.6% |