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 | $190,028 | $98,750+92.4% | $149,696+26.9% | $79,858+138.0% |
| Participation rate | 89.3% | 75.8%+13.5pp | 82.5%+6.8pp | 69.6%+19.7pp |
| Annual return | 21.87% | 27.43%-5.6pp | 276.60%-254.7pp | 31.71%-9.8pp |
| Employer contribution / active EE | $2,570 | $3,216-20.1% | $4,644-44.7% | $2,471+4.0% |
| Participant deferral / active EE | $5,095 | $5,680-10.3% | $6,842-25.5% | $3,740+36.2% |
| Admin fee / account holder | $1,919 | $6,053-68.3% | $9,309-79.4% | $5,306-63.8% |