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 | $226,229 | $91,552+147.1% | $133,956+68.9% | $79,858+183.3% |
| Participation rate | 74.1% | 73.3%+0.7pp | 79.8%-5.8pp | 69.6%+4.4pp |
| Annual return | 13.35% | 61.85%-48.5pp | 45.09%-31.7pp | 31.71%-18.4pp |
| Employer contribution / active EE | $2,713 | $2,384+13.8% | $3,919-30.8% | $2,471+9.8% |
| Participant deferral / active EE | $6,689 | $3,733+79.2% | $5,048+32.5% | $3,740+78.8% |
| Admin fee / account holder | $19,172 | $6,321+203.3% | $8,927+114.8% | $5,306+261.3% |