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 | $195,003 | $81,460+139.4% | $103,333+88.7% | $80,856+141.2% |
| Participation rate | 79.5% | 66.8%+12.7pp | 74.5%+5.0pp | 67.6%+11.9pp |
| Annual return | 31.60% | 25.55%+6.1pp | 24.88%+6.7pp | 35.59%-4.0pp |
| Employer contribution / active EE | $4,482 | $3,105+44.3% | $3,868+15.9% | $2,755+62.7% |
| Participant deferral / active EE | $8,647 | $3,869+123.5% | $5,057+71.0% | $4,296+101.3% |
| Admin fee / account holder | $14,469 | $6,566+120.4% | $8,355+73.2% | $6,918+109.2% |