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 | $183,049 | $81,460+124.7% | $103,333+77.1% | $80,856+126.4% |
| Participation rate | 77.8% | 66.8%+10.9pp | 74.5%+3.3pp | 67.6%+10.1pp |
| Annual return | 14.06% | 25.55%-11.5pp | 24.88%-10.8pp | 35.59%-21.5pp |
| Employer contribution / active EE | $4,481 | $3,105+44.3% | $3,868+15.8% | $2,755+62.7% |
| Participant deferral / active EE | $10,621 | $3,869+174.5% | $5,057+110.0% | $4,296+147.2% |
| Admin fee / account holder | $1,934 | $6,566-70.5% | $8,355-76.8% | $6,918-72.0% |