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 | $245,620 | $92,985+164.2% | $153,485+60.0% | $80,856+203.8% |
| Participation rate | 97.1% | 69.0%+28.2pp | 77.1%+20.1pp | 67.6%+29.5pp |
| Annual return | 11.61% | 19.95%-8.3pp | 15.65%-4.0pp | 35.59%-24.0pp |
| Employer contribution / active EE | $1,495 | $3,507-57.4% | $5,039-70.3% | $2,755-45.7% |
| Participant deferral / active EE | $6,458 | $5,178+24.7% | $6,757-4.4% | $4,296+50.3% |
| Admin fee / account holder | $29,004 | $8,880+226.6% | $12,724+127.9% | $6,918+319.3% |