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 | $137,318 | $48,364+183.9% | $71,796+91.3% | $62,891+118.3% |
| Participation rate | 87.9% | 60.6%+27.3pp | 69.1%+18.8pp | 69.3%+18.6pp |
| Annual return | 9.91% | 13.16%-3.2pp | 78.04%-68.1pp | 20.14%-10.2pp |
| Employer contribution / active EE | $3,740 | $1,042+259.0% | $1,924+94.3% | $2,281+64.0% |
| Participant deferral / active EE | $4,365 | $2,091+108.7% | $2,794+56.2% | $3,203+36.3% |
| Admin fee / account holder | $7,688 | $3,771+103.9% | $4,815+59.7% | $4,296+79.0% |