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 6-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 | $223,608 | $102,245+118.7% | $89,340+150.3% | $137,256+62.9% |
| Participation rate | 100.0% | 74.9%+25.1pp | 69.6%+30.4pp | 80.0%+20.0pp |
| Annual return | 13.48% | 21.89%-8.4pp | 20.57%-7.1pp | 220.34%-206.9pp |
| Employer contribution / active EE | $9,791 | $2,529+287.1% | $2,231+338.8% | $4,156+135.6% |
| Participant deferral / active EE | $16,963 | $4,436+282.3% | $3,823+343.7% | $6,407+164.8% |
| Admin fee / account holder | $1,086 | $8,085-86.6% | $6,704-83.8% | $12,270-91.1% |