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 | $196,414 | $115,882+69.5% | $100,516+95.4% | $158,922+23.6% |
| Participation rate | 93.8% | 81.6%+12.2pp | 79.4%+14.3pp | 82.0%+11.8pp |
| Annual return | 12.90% | 34.79%-21.9pp | 30.89%-18.0pp | 302.83%-289.9pp |
| Employer contribution / active EE | $5,514 | $4,103+34.4% | $3,418+61.3% | $4,761+15.8% |
| Participant deferral / active EE | $1,992 | $6,674-70.2% | $6,270-68.2% | $5,982-66.7% |
| Admin fee / account holder | $3,839 | $10,995-65.1% | $8,081-52.5% | $11,246-65.9% |