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 | $208,146 | $80,717+157.9% | $154,803+34.5% | $84,808+145.4% |
| Participation rate | 80.6% | 66.8%+13.7pp | 78.1%+2.5pp | 68.3%+12.2pp |
| Annual return | 15.52% | 37.96%-22.4pp | 58.88%-43.4pp | 40.90%-25.4pp |
| Employer contribution / active EE | $2,651 | $2,761-4.0% | $4,305-38.4% | $2,631+0.8% |
| Participant deferral / active EE | $10,798 | $3,303+226.9% | $5,540+94.9% | $4,212+156.4% |
| Admin fee / account holder | $2,472 | $6,746-63.4% | $14,329-82.8% | $7,344-66.3% |