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 4-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 | $199,065 | $65,365+204.5% | $92,893+114.3% | $72,985+172.7% |
| Participation rate | 96.2% | 68.3%+27.9pp | 76.0%+20.2pp | 69.5%+26.7pp |
| Annual return | 21.99% | 42.10%-20.1pp | 109.41%-87.4pp | 81.00%-59.0pp |
| Employer contribution / active EE | $3,795 | $2,594+46.3% | $3,653+3.9% | $2,440+55.5% |
| Participant deferral / active EE | $6,985 | $3,128+123.3% | $4,236+64.9% | $3,607+93.6% |
| Admin fee / account holder | $16,636 | $4,251+291.3% | $5,794+187.1% | $5,124+224.6% |