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 | $165,227 | $77,503+113.2% | $100,391+64.6% | $80,856+104.3% |
| Participation rate | 73.3% | 76.9%-3.6pp | 81.5%-8.1pp | 67.6%+5.7pp |
| Annual return | 15.37% | 37.20%-21.8pp | 49.20%-33.8pp | 35.59%-20.2pp |
| Employer contribution / active EE | $5,038 | $2,801+79.9% | $3,942+27.8% | $2,755+82.9% |
| Participant deferral / active EE | $10,270 | $6,820+50.6% | $8,082+27.1% | $4,296+139.1% |
| Admin fee / account holder | $3,244 | $5,897-45.0% | $7,899-58.9% | $6,918-53.1% |