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 | $243,094 | $54,705+344.4% | $71,209+241.4% | $84,808+186.6% |
| Participation rate | 85.3% | 64.1%+21.2pp | 73.8%+11.5pp | 68.3%+17.0pp |
| Annual return | 14.92% | 35.90%-21.0pp | 282.51%-267.6pp | 40.90%-26.0pp |
| Employer contribution / active EE | $2,001 | $2,158-7.3% | $2,721-26.5% | $2,631-23.9% |
| Participant deferral / active EE | $5,104 | $3,030+68.4% | $4,175+22.2% | $4,212+21.2% |
| Admin fee / account holder | $760 | $4,863-84.4% | $5,349-85.8% | $7,344-89.7% |