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 | $154,723 | $76,552+102.1% | $123,892+24.9% | $62,891+146.0% |
| Participation rate | 91.1% | 73.0%+18.1pp | 81.4%+9.7pp | 69.3%+21.8pp |
| Annual return | 9.49% | 18.68%-9.2pp | 47.52%-38.0pp | 20.14%-10.7pp |
| Employer contribution / active EE | $4,687 | $2,883+62.6% | $4,617+1.5% | $2,281+105.5% |
| Participant deferral / active EE | $10,558 | $4,840+118.2% | $5,984+76.4% | $3,203+229.6% |
| Admin fee / account holder | $6,717 | $4,826+39.2% | $8,357-19.6% | $4,296+56.4% |