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 | $245,163 | $89,355+174.4% | $141,162+73.7% | $72,985+235.9% |
| Participation rate | 71.4% | 75.1%-3.7pp | 82.5%-11.0pp | 69.5%+1.9pp |
| Annual return | 24.69% | 111.85%-87.2pp | 71.39%-46.7pp | 81.00%-56.3pp |
| Employer contribution / active EE | $3,297 | $3,114+5.9% | $4,735-30.4% | $2,440+35.1% |
| Participant deferral / active EE | $5,415 | $5,4180% | $6,709-19.3% | $3,607+50.1% |
| Admin fee / account holder | $3,249 | $5,958-45.5% | $10,261-68.3% | $5,124-36.6% |