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 | $176,337 | $86,286+104.4% | $111,297+58.4% | $85,850+105.4% |
| Participation rate | 90.8% | 73.3%+17.4pp | 77.3%+13.5pp | 69.3%+21.5pp |
| Annual return | 21.07% | 19.99%+1.1pp | 54.65%-33.6pp | 318.53%-297.5pp |
| Employer contribution / active EE | $2,590 | $2,043+26.7% | $2,731-5.2% | $2,565+1.0% |
| Participant deferral / active EE | $3,686 | $3,641+1.3% | $4,487-17.8% | $3,952-6.7% |
| Admin fee / account holder | $11,433 | $8,188+39.6% | $7,964+43.6% | $6,260+82.6% |