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 | $213,544 | $96,557+121.2% | $80,975+163.7% | $273,961-22.1% |
| Participation rate | 88.9% | 79.1%+9.8pp | 75.8%+13.1pp | 83.0%+5.9pp |
| Annual return | 10.78% | 15.14%-4.4pp | 17.10%-6.3pp | 41.45%-30.7pp |
| Employer contribution / active EE | $11,465 | $4,868+135.5% | $3,714+208.7% | $4,869+135.5% |
| Participant deferral / active EE | $15,111 | $6,598+129.0% | $5,696+165.3% | $5,287+185.8% |
| Admin fee / account holder | $507 | $7,492-93.2% | $5,516-90.8% | $10,132-95.0% |