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 | $222,814 | $114,381+94.8% | $107,525+107.2% | $142,382+56.5% |
| Participation rate | 91.3% | 78.1%+13.2pp | 75.1%+16.2pp | 80.1%+11.2pp |
| Annual return | 14.07% | 242.71%-228.6pp | 181.32%-167.3pp | 217.08%-203.0pp |
| Employer contribution / active EE | $7,148 | $4,015+78.0% | $3,754+90.4% | $4,299+66.3% |
| Participant deferral / active EE | $6,881 | $5,564+23.7% | $5,116+34.5% | $6,507+5.7% |
| Admin fee / account holder | $16,056 | $9,860+62.8% | $8,919+80.0% | $12,624+27.2% |