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 | $193,275 | $81,233+137.9% | $155,567+24.2% | $80,874+139.0% |
| Participation rate | 81.3% | 66.2%+15.0pp | 78.2%+3.1pp | 67.6%+13.6pp |
| Annual return | 19.87% | 33.33%-13.5pp | 64.74%-44.9pp | 35.62%-15.7pp |
| Employer contribution / active EE | $3,692 | $3,101+19.1% | $4,674-21.0% | $2,756+34.0% |
| Participant deferral / active EE | $6,228 | $3,452+80.4% | $5,628+10.7% | $4,297+44.9% |
| Admin fee / account holder | $8,309 | $7,998+3.9% | $15,916-47.8% | $6,935+19.8% |