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 | $239,403 | $102,245+134.1% | $89,340+168.0% | $137,256+74.4% |
| Participation rate | 92.9% | 74.9%+18.0pp | 69.6%+23.3pp | 80.0%+12.9pp |
| Annual return | 18.38% | 21.89%-3.5pp | 20.57%-2.2pp | 220.34%-202.0pp |
| Employer contribution / active EE | $4,134 | $2,529+63.4% | $2,231+85.3% | $4,156-0.5% |
| Participant deferral / active EE | $6,229 | $4,436+40.4% | $3,823+62.9% | $6,407-2.8% |
| Admin fee / account holder | $7,002 | $8,085-13.4% | $6,704+4.4% | $12,270-42.9% |