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 | $218,779 | $106,515+105.4% | $96,683+126.3% | $139,434+56.9% |
| Participation rate | 91.7% | 77.8%+13.8pp | 74.3%+17.3pp | 80.3%+11.3pp |
| Annual return | 17.60% | 38.43%-20.8pp | 35.69%-18.1pp | 372.94%-355.3pp |
| Employer contribution / active EE | $7,838 | $4,103+91.0% | $3,737+109.8% | $4,751+65.0% |
| Participant deferral / active EE | $11,063 | $5,454+102.8% | $4,878+126.8% | $6,710+64.9% |
| Admin fee / account holder | $1,045 | $7,877-86.7% | $6,730-84.5% | $11,403-90.8% |