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 | $232,487 | $95,453+143.6% | $112,040+107.5% | $82,448+182.0% |
| Participation rate | 97.4% | 72.8%+24.6pp | 76.5%+20.9pp | 68.1%+29.3pp |
| Annual return | 16.39% | 23.92%-7.5pp | 24.52%-8.1pp | 41.64%-25.2pp |
| Employer contribution / active EE | $2,065 | $2,318-10.9% | $2,954-30.1% | $2,551-19.1% |
| Participant deferral / active EE | $9,675 | $4,224+129.1% | $5,098+89.8% | $4,139+133.7% |
| Admin fee / account holder | $21,437 | $9,013+137.8% | $12,098+77.2% | $7,234+196.3% |