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 | $208,522 | $90,503+130.4% | $78,689+165.0% | $273,961-23.9% |
| Participation rate | 75.0% | 76.5%-1.5pp | 73.6%+1.4pp | 83.0%-8.0pp |
| Annual return | 9.54% | 75.60%-66.1pp | 62.18%-52.6pp | 41.45%-31.9pp |
| Employer contribution / active EE | $5,672 | $3,176+78.6% | $2,851+99.0% | $4,869+16.5% |
| Participant deferral / active EE | $12,721 | $3,901+226.1% | $3,517+261.7% | $5,287+140.6% |
| Admin fee / account holder | $437 | $5,263-91.7% | $4,510-90.3% | $10,132-95.7% |