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 | $174,345 | $73,933+135.8% | $96,683+80.3% | $75,163+132.0% |
| Participation rate | 95.5% | 66.4%+29.0pp | 74.3%+21.1pp | 67.2%+28.3pp |
| Annual return | 13.64% | 26.70%-13.1pp | 35.69%-22.1pp | 160.62%-147.0pp |
| Employer contribution / active EE | $4,057 | $2,928+38.6% | $3,737+8.6% | $2,670+52.0% |
| Participant deferral / active EE | $8,718 | $3,659+138.3% | $4,878+78.7% | $4,125+111.3% |
| Admin fee / account holder | $9,860 | $5,216+89.0% | $6,730+46.5% | $5,651+74.5% |