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 | $192,139 | $92,222+108.3% | $76,768+150.3% | $135,375+41.9% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | 4.18% | 5.46%-1.3pp | 2.43%+1.7pp | 519.73%-515.6pp |
| Employer contribution / active EE | $6,315 | $3,216+96.4% | $2,485+154.1% | $4,779+32.1% |
| Participant deferral / active EE | $6,866 | $4,509+52.3% | $3,852+78.3% | $5,609+22.4% |
| Admin fee / account holder | $401 | $10,748-96.3% | $6,675-94.0% | $10,827-96.3% |