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 | $229,042 | $146,267+56.6% | $197,124+16.2% | $82,448+177.8% |
| Participation rate | 96.3% | 84.0%+12.3pp | 86.7%+9.6pp | 68.1%+28.2pp |
| Annual return | 21.00% | 29.61%-8.6pp | 44.34%-23.3pp | 41.64%-20.6pp |
| Employer contribution / active EE | $6,866 | $4,723+45.4% | $6,227+10.2% | $2,551+169.1% |
| Participant deferral / active EE | $15,960 | $7,035+126.9% | $9,135+74.7% | $4,139+285.6% |
| Admin fee / account holder | $6,552 | $14,422-54.6% | $16,298-59.8% | $7,234-9.4% |