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 | $193,669 | $83,477+132.0% | $125,175+54.7% | $72,985+165.4% |
| Participation rate | 84.0% | 73.3%+10.7pp | 79.8%+4.2pp | 69.5%+14.5pp |
| Annual return | 18.12% | 25.78%-7.7pp | 43.79%-25.7pp | 81.00%-62.9pp |
| Employer contribution / active EE | $3,350 | $2,345+42.8% | $3,865-13.3% | $2,440+37.3% |
| Participant deferral / active EE | $5,992 | $3,585+67.1% | $4,937+21.4% | $3,607+66.1% |
| Admin fee / account holder | $2,427 | $5,517-56.0% | $9,702-75.0% | $5,124-52.6% |