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 | $195,086 | $70,669+176.1% | $169,368+15.2% | $75,163+159.5% |
| Participation rate | 80.6% | 64.8%+15.8pp | 77.1%+3.5pp | 67.2%+13.4pp |
| Annual return | 20.80% | 36.36%-15.6pp | 405.60%-384.8pp | 160.62%-139.8pp |
| Employer contribution / active EE | $5,061 | $2,211+128.9% | $4,013+26.1% | $2,670+89.6% |
| Participant deferral / active EE | $10,050 | $4,311+133.1% | $6,221+61.5% | $4,125+143.6% |
| Admin fee / account holder | $8,392 | $5,402+55.3% | $9,003-6.8% | $5,651+48.5% |