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 | $133,708 | $39,122+241.8% | $57,179+133.8% | $62,891+112.6% |
| Participation rate | 90.6% | 70.5%+20.1pp | 75.3%+15.3pp | 69.3%+21.3pp |
| Annual return | 5.89% | 9.23%-3.3pp | 14.59%-8.7pp | 20.14%-14.3pp |
| Employer contribution / active EE | $3,462 | $1,874+84.7% | $2,682+29.1% | $2,281+51.8% |
| Participant deferral / active EE | $6,580 | $2,374+177.2% | $3,096+112.5% | $3,203+105.4% |
| Admin fee / account holder | $11,955 | $2,592+361.2% | $3,139+280.8% | $4,296+178.3% |