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 | $176,339 | $91,552+92.6% | $133,956+31.6% | $79,858+120.8% |
| Participation rate | 96.2% | 73.3%+22.8pp | 79.8%+16.3pp | 69.6%+26.5pp |
| Annual return | 15.49% | 61.85%-46.4pp | 45.09%-29.6pp | 31.71%-16.2pp |
| Employer contribution / active EE | $8,207 | $2,384+244.3% | $3,919+109.4% | $2,471+232.2% |
| Participant deferral / active EE | $2,699 | $3,733-27.7% | $5,048-46.5% | $3,740-27.8% |
| Admin fee / account holder | $2,570 | $6,321-59.3% | $8,927-71.2% | $5,306-51.6% |