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 | $212,530 | $76,552+177.6% | $123,892+71.5% | $62,891+237.9% |
| Participation rate | 93.8% | 73.0%+20.8pp | 81.4%+12.3pp | 69.3%+24.4pp |
| Annual return | 7.05% | 18.68%-11.6pp | 47.52%-40.5pp | 20.14%-13.1pp |
| Employer contribution / active EE | $5,639 | $2,883+95.6% | $4,617+22.1% | $2,281+147.2% |
| Participant deferral / active EE | $11,016 | $4,840+127.6% | $5,984+84.1% | $3,203+243.9% |
| Admin fee / account holder | $8,566 | $4,826+77.5% | $8,357+2.5% | $4,296+99.4% |