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 | $186,846 | $80,717+131.5% | $154,803+20.7% | $84,808+120.3% |
| Participation rate | 95.0% | 66.8%+28.2pp | 78.1%+16.9pp | 68.3%+26.7pp |
| Annual return | 18.21% | 37.96%-19.7pp | 58.88%-40.7pp | 40.90%-22.7pp |
| Employer contribution / active EE | $8,621 | $2,761+212.2% | $4,305+100.2% | $2,631+227.7% |
| Participant deferral / active EE | $4,200 | $3,303+27.1% | $5,540-24.2% | $4,212-0.3% |
| Admin fee / account holder | $26,004 | $6,746+285.5% | $14,329+81.5% | $7,344+254.1% |