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 | $212,477 | $109,881+93.4% | $150,045+41.6% | $84,808+150.5% |
| Participation rate | 77.4% | 76.1%+1.3pp | 82.3%-5.0pp | 68.3%+9.0pp |
| Annual return | 15.76% | 28.25%-12.5pp | 62.55%-46.8pp | 40.90%-25.1pp |
| Employer contribution / active EE | $4,927 | $3,561+38.3% | $4,693+5.0% | $2,631+87.3% |
| Participant deferral / active EE | $9,646 | $6,636+45.4% | $7,997+20.6% | $4,212+129.0% |
| Admin fee / account holder | $8,075 | $8,568-5.8% | $13,435-39.9% | $7,344+10.0% |