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 | $169,176 | $91,552+84.8% | $133,956+26.3% | $79,858+111.8% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.6%+30.4pp |
| Annual return | 29.97% | 61.85%-31.9pp | 45.09%-15.1pp | 31.71%-1.7pp |
| Employer contribution / active EE | $3,296 | $2,384+38.3% | $3,919-15.9% | $2,471+33.4% |
| Participant deferral / active EE | $5,540 | $3,733+48.4% | $5,048+9.7% | $3,740+48.1% |
| Admin fee / account holder | $9,892 | $6,321+56.5% | $8,927+10.8% | $5,306+86.4% |