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 | $180,780 | $79,944+126.1% | $98,439+83.6% | $75,163+140.5% |
| Participation rate | 90.0% | 70.4%+19.6pp | 75.2%+14.8pp | 67.2%+22.8pp |
| Annual return | 13.51% | 19.75%-6.2pp | 21.16%-7.7pp | 160.62%-147.1pp |
| Employer contribution / active EE | $2,537 | $2,264+12.1% | $3,048-16.8% | $2,670-5.0% |
| Participant deferral / active EE | $6,673 | $3,752+77.9% | $4,738+40.8% | $4,125+61.8% |
| Admin fee / account holder | $9,237 | $6,840+35.0% | $8,948+3.2% | $5,651+63.5% |