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 | $161,848 | $77,813+108.0% | $123,544+31.0% | $64,186+152.2% |
| Participation rate | 96.4% | 74.7%+21.7pp | 82.3%+14.1pp | 69.6%+26.9pp |
| Annual return | 8.33% | 12.48%-4.2pp | 119.20%-110.9pp | 7.63%+0.7pp |
| Employer contribution / active EE | $6,645 | $3,014+120.5% | $4,628+43.6% | $2,381+179.1% |
| Participant deferral / active EE | $5,283 | $5,240+0.8% | $6,426-17.8% | $3,470+52.3% |
| Admin fee / account holder | $2,330 | $5,519-57.8% | $9,284-74.9% | $4,888-52.3% |