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 | $204,473 | $93,571+118.5% | $135,903+50.5% | $75,163+172.0% |
| Participation rate | 86.8% | 75.2%+11.6pp | 81.9%+4.9pp | 67.2%+19.6pp |
| Annual return | 16.04% | 30.90%-14.9pp | 68.23%-52.2pp | 160.62%-144.6pp |
| Employer contribution / active EE | $11,389 | $3,537+222.0% | $4,856+134.5% | $2,670+326.6% |
| Participant deferral / active EE | $9,934 | $6,404+55.1% | $7,758+28.1% | $4,125+140.8% |
| Admin fee / account holder | $13,961 | $6,975+100.1% | $10,762+29.7% | $5,651+147.1% |