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 6-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 | $160,366 | $54,705+193.1% | $71,209+125.2% | $84,808+89.1% |
| Participation rate | 90.5% | 64.1%+26.4pp | 73.8%+16.7pp | 68.3%+22.2pp |
| Annual return | 17.16% | 35.90%-18.7pp | 282.51%-265.3pp | 40.90%-23.7pp |
| Employer contribution / active EE | $5,436 | $2,158+151.9% | $2,721+99.8% | $2,631+106.6% |
| Participant deferral / active EE | $12,613 | $3,030+316.2% | $4,175+202.1% | $4,212+199.5% |
| Admin fee / account holder | $7,205 | $4,863+48.1% | $5,349+34.7% | $7,344-1.9% |