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 7-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 | $221,849 | $95,266+132.9% | $82,389+169.3% | $142,382+55.8% |
| Participation rate | 83.3% | 74.5%+8.9pp | 69.5%+13.8pp | 80.1%+3.2pp |
| Annual return | 15.89% | 25.74%-9.8pp | 28.67%-12.8pp | 217.08%-201.2pp |
| Employer contribution / active EE | $11,839 | $2,991+295.8% | $2,517+370.3% | $4,299+175.4% |
| Participant deferral / active EE | $14,242 | $4,809+196.2% | $4,155+242.8% | $6,507+118.9% |
| Admin fee / account holder | $25,621 | $8,563+199.2% | $7,231+254.3% | $12,624+103.0% |