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 | $214,447 | $109,881+95.2% | $150,045+42.9% | $84,808+152.9% |
| Participation rate | 92.0% | 76.1%+15.9pp | 82.3%+9.7pp | 68.3%+23.7pp |
| Annual return | 15.73% | 28.25%-12.5pp | 62.55%-46.8pp | 40.90%-25.2pp |
| Employer contribution / active EE | $4,379 | $3,561+23.0% | $4,693-6.7% | $2,631+66.4% |
| Participant deferral / active EE | $12,359 | $6,636+86.2% | $7,997+54.5% | $4,212+193.5% |
| Admin fee / account holder | $6,919 | $8,568-19.2% | $13,435-48.5% | $7,344-5.8% |