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 | $147,223 | $73,981+99.0% | $105,722+39.3% | $62,891+134.1% |
| Participation rate | 98.4% | 71.7%+26.7pp | 78.9%+19.5pp | 69.3%+29.1pp |
| Annual return | 7.20% | 17.60%-10.4pp | 12.25%-5.0pp | 20.14%-12.9pp |
| Employer contribution / active EE | $8,066 | $2,856+182.4% | $4,079+97.8% | $2,281+253.6% |
| Participant deferral / active EE | $11,775 | $4,038+191.6% | $5,326+121.1% | $3,203+267.6% |
| Admin fee / account holder | $8,115 | $5,976+35.8% | $8,308-2.3% | $4,296+88.9% |