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 | $208,188 | $138,347+50.5% | $184,203+13.0% | $80,856+157.5% |
| Participation rate | 82.7% | 83.9%-1.2pp | 86.8%-4.1pp | 67.6%+15.1pp |
| Annual return | 19.65% | 20.02%-0.4pp | 28.81%-9.2pp | 35.59%-15.9pp |
| Employer contribution / active EE | $4,445 | $4,850-8.4% | $6,427-30.8% | $2,755+61.4% |
| Participant deferral / active EE | $16,674 | $7,071+135.8% | $9,131+82.6% | $4,296+288.2% |
| Admin fee / account holder | $1,324 | $10,483-87.4% | $13,901-90.5% | $6,918-80.9% |