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 | $223,627 | $125,758+77.8% | $169,993+31.6% | $75,163+197.5% |
| Participation rate | 92.0% | 83.6%+8.4pp | 87.0%+5.0pp | 67.2%+24.8pp |
| Annual return | 18.55% | 27.20%-8.6pp | 53.37%-34.8pp | 160.62%-142.1pp |
| Employer contribution / active EE | $4,368 | $4,615-5.3% | $6,785-35.6% | $2,670+63.6% |
| Participant deferral / active EE | $13,316 | $6,837+94.7% | $10,408+27.9% | $4,125+222.8% |
| Admin fee / account holder | $1,345 | $8,173-83.5% | $12,815-89.5% | $5,651-76.2% |