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 | $240,017 | $64,348+273.0% | $90,160+166.2% | $70,131+242.2% |
| Participation rate | 96.0% | 70.4%+25.6pp | 76.9%+19.1pp | 69.5%+26.5pp |
| Annual return | 20.34% | 28.13%-7.8pp | 34.88%-14.5pp | 73.14%-52.8pp |
| Employer contribution / active EE | $2,144 | $2,046+4.8% | $3,318-35.4% | $2,342-8.5% |
| Participant deferral / active EE | $6,346 | $4,389+44.6% | $5,288+20.0% | $3,332+90.5% |
| Admin fee / account holder | $6,439 | $3,944+63.3% | $5,943+8.3% | $4,645+38.6% |