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 | $208,701 | $90,503+130.6% | $78,689+165.2% | $273,961-23.8% |
| Participation rate | 88.9% | 76.5%+12.4pp | 73.6%+15.3pp | 83.0%+5.9pp |
| Annual return | 10.31% | 75.60%-65.3pp | 62.18%-51.9pp | 41.45%-31.1pp |
| Employer contribution / active EE | $4,434 | $3,176+39.6% | $2,851+55.5% | $4,869-8.9% |
| Participant deferral / active EE | $10,923 | $3,901+180.0% | $3,517+210.6% | $5,287+106.6% |
| Admin fee / account holder | $1,352 | $5,263-74.3% | $4,510-70.0% | $10,132-86.7% |