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 | $148,935 | $60,349+146.8% | $74,183+100.8% | $62,891+136.8% |
| Participation rate | 97.8% | 72.7%+25.1pp | 76.6%+21.2pp | 69.3%+28.5pp |
| Annual return | 7.52% | 21.37%-13.9pp | 17.74%-10.2pp | 20.14%-12.6pp |
| Employer contribution / active EE | $4,279 | $1,680+154.7% | $2,370+80.5% | $2,281+87.6% |
| Participant deferral / active EE | $4,442 | $2,856+55.5% | $3,550+25.1% | $3,203+38.7% |
| Admin fee / account holder | $2,395 | $4,261-43.8% | $5,586-57.1% | $4,296-44.2% |