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 | $166,506 | $48,364+244.3% | $71,796+131.9% | $62,891+164.8% |
| Participation rate | 90.9% | 60.6%+30.3pp | 69.1%+21.8pp | 69.3%+21.6pp |
| Annual return | 7.20% | 13.16%-6.0pp | 78.04%-70.8pp | 20.14%-12.9pp |
| Employer contribution / active EE | $3,939 | $1,042+278.1% | $1,924+104.7% | $2,281+72.7% |
| Participant deferral / active EE | $5,026 | $2,091+140.3% | $2,794+79.8% | $3,203+56.9% |
| Admin fee / account holder | $3,428 | $3,771-9.1% | $4,815-28.8% | $4,296-20.2% |