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 | $235,097 | $58,851+299.5% | $115,157+104.2% | $72,985+222.1% |
| Participation rate | 85.2% | 65.5%+19.6pp | 75.9%+9.3pp | 69.5%+15.7pp |
| Annual return | 21.63% | 23.16%-1.5pp | 35.60%-14.0pp | 81.00%-59.4pp |
| Employer contribution / active EE | $2,287 | $1,798+27.2% | $3,179-28.0% | $2,440-6.2% |
| Participant deferral / active EE | $4,310 | $2,643+63.1% | $4,168+3.4% | $3,607+19.5% |
| Admin fee / account holder | $974 | $6,370-84.7% | $7,088-86.3% | $5,124-81.0% |