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 | $231,365 | $109,881+110.6% | $150,045+54.2% | $84,808+172.8% |
| Participation rate | 77.8% | 76.1%+1.7pp | 82.3%-4.5pp | 68.3%+9.5pp |
| Annual return | 15.14% | 28.25%-13.1pp | 62.55%-47.4pp | 40.90%-25.8pp |
| Employer contribution / active EE | $1,732 | $3,561-51.4% | $4,693-63.1% | $2,631-34.2% |
| Participant deferral / active EE | $9,065 | $6,636+36.6% | $7,997+13.4% | $4,212+115.3% |
| Admin fee / account holder | $9,439 | $8,568+10.2% | $13,435-29.7% | $7,344+28.5% |