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 | $116,001 | $78,422+47.9% | $95,952+20.9% | $79,858+45.3% |
| Participation rate | 86.0% | 73.5%+12.5pp | 77.1%+8.9pp | 69.6%+16.4pp |
| Annual return | 13.92% | 19.37%-5.5pp | 91.61%-77.7pp | 31.71%-17.8pp |
| Employer contribution / active EE | $6,371 | $1,945+227.6% | $2,541+150.7% | $2,471+157.9% |
| Participant deferral / active EE | $2,938 | $3,440-14.6% | $4,167-29.5% | $3,740-21.5% |
| Admin fee / account holder | $9,474 | $5,622+68.5% | $6,795+39.4% | $5,306+78.5% |