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 | $225,853 | $77,314+192.1% | $177,989+26.9% | $80,856+179.3% |
| Participation rate | 76.8% | 65.7%+11.1pp | 77.1%-0.3pp | 67.6%+9.2pp |
| Annual return | 16.03% | 18.09%-2.1pp | 294.48%-278.4pp | 35.59%-19.6pp |
| Employer contribution / active EE | $5,136 | $2,292+124.1% | $3,949+30.1% | $2,755+86.4% |
| Participant deferral / active EE | $9,953 | $4,411+125.7% | $6,276+58.6% | $4,296+131.7% |
| Admin fee / account holder | $22,623 | $7,191+214.6% | $10,363+118.3% | $6,918+227.0% |