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 | $204,840 | $103,376+98.2% | $87,100+135.2% | $152,861+34.0% |
| Participation rate | 90.9% | 79.3%+11.6pp | 76.9%+14.0pp | 82.4%+8.5pp |
| Annual return | 18.60% | 28.10%-9.5pp | 28.19%-9.6pp | 345.32%-326.7pp |
| Employer contribution / active EE | $4,152 | $3,220+28.9% | $2,521+64.7% | $4,762-12.8% |
| Participant deferral / active EE | $6,836 | $4,778+43.1% | $4,049+68.9% | $5,850+16.9% |
| Admin fee / account holder | $3,820 | $12,205-68.7% | $7,497-49.0% | $11,596-67.1% |