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 | $236,810 | $109,881+115.5% | $150,045+57.8% | $84,808+179.2% |
| Participation rate | 95.7% | 76.1%+19.6pp | 82.3%+13.3pp | 68.3%+27.3pp |
| Annual return | 17.09% | 28.25%-11.2pp | 62.55%-45.5pp | 40.90%-23.8pp |
| Employer contribution / active EE | $0 | $3,561-100.0% | $4,693-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $9,585 | $6,636+44.4% | $7,997+19.9% | $4,212+127.6% |
| Admin fee / account holder | $23,139 | $8,568+170.1% | $13,435+72.2% | $7,344+215.1% |