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 5-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 | $162,910 | $102,245+59.3% | $89,340+82.3% | $137,256+18.7% |
| Participation rate | 100.0% | 74.9%+25.1pp | 69.6%+30.4pp | 80.0%+20.0pp |
| Annual return | 19.51% | 21.89%-2.4pp | 20.57%-1.1pp | 220.34%-200.8pp |
| Employer contribution / active EE | $14,956 | $2,529+491.4% | $2,231+570.3% | $4,156+259.9% |
| Participant deferral / active EE | $18,632 | $4,436+320.0% | $3,823+387.4% | $6,407+190.8% |
| Admin fee / account holder | $1,872 | $8,085-76.8% | $6,704-72.1% | $12,270-84.7% |