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 | $209,136 | $109,881+90.3% | $150,045+39.4% | $84,808+146.6% |
| Participation rate | 84.3% | 76.1%+8.2pp | 82.3%+2.0pp | 68.3%+16.0pp |
| Annual return | 16.73% | 28.25%-11.5pp | 62.55%-45.8pp | 40.90%-24.2pp |
| Employer contribution / active EE | $7,739 | $3,561+117.3% | $4,693+64.9% | $2,631+194.2% |
| Participant deferral / active EE | $10,620 | $6,636+60.0% | $7,997+32.8% | $4,212+152.2% |
| Admin fee / account holder | $2,653 | $8,568-69.0% | $13,435-80.3% | $7,344-63.9% |