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 | $219,119 | $72,404+202.6% | $110,238+98.8% | $64,186+241.4% |
| Participation rate | 85.2% | 73.3%+11.8pp | 79.8%+5.4pp | 69.6%+15.6pp |
| Annual return | 9.07% | -6.29%+15.4pp | 314.74%-305.7pp | 7.63%+1.4pp |
| Employer contribution / active EE | $854 | $2,282-62.6% | $3,826-77.7% | $2,381-64.1% |
| Participant deferral / active EE | $7,805 | $3,469+125.0% | $4,672+67.1% | $3,470+125.0% |
| Admin fee / account holder | $8,342 | $5,664+47.3% | $8,547-2.4% | $4,888+70.7% |