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 | $136,619 | $48,076+184.2% | $78,689+73.6% | $62,891+117.2% |
| Participation rate | 94.6% | 65.2%+29.4pp | 73.6%+21.0pp | 69.3%+25.3pp |
| Annual return | 7.97% | 31.35%-23.4pp | 62.18%-54.2pp | 20.14%-12.2pp |
| Employer contribution / active EE | $3,441 | $2,015+70.8% | $2,851+20.7% | $2,281+50.9% |
| Participant deferral / active EE | $8,233 | $2,588+218.1% | $3,517+134.1% | $3,203+157.0% |
| Admin fee / account holder | $647 | $3,207-79.8% | $4,510-85.7% | $4,296-84.9% |