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 | $200,775 | $91,552+119.3% | $133,956+49.9% | $79,858+151.4% |
| Participation rate | 85.7% | 73.3%+12.4pp | 79.8%+5.9pp | 69.6%+16.1pp |
| Annual return | 13.85% | 61.85%-48.0pp | 45.09%-31.2pp | 31.71%-17.9pp |
| Employer contribution / active EE | $2,615 | $2,384+9.7% | $3,919-33.3% | $2,471+5.9% |
| Participant deferral / active EE | $7,594 | $3,733+103.4% | $5,048+50.4% | $3,740+103.0% |
| Admin fee / account holder | $9,553 | $6,321+51.1% | $8,927+7.0% | $5,306+80.0% |