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 | $224,039 | $103,376+116.7% | $87,100+157.2% | $152,861+46.6% |
| Participation rate | 83.3% | 79.3%+4.0pp | 76.9%+6.5pp | 82.4%+0.9pp |
| Annual return | 19.82% | 28.10%-8.3pp | 28.19%-8.4pp | 345.32%-325.5pp |
| Employer contribution / active EE | $5,772 | $3,220+79.2% | $2,521+128.9% | $4,762+21.2% |
| Participant deferral / active EE | $6,142 | $4,778+28.6% | $4,049+51.7% | $5,850+5.0% |
| Admin fee / account holder | $785 | $12,205-93.6% | $7,497-89.5% | $11,596-93.2% |