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 | $227,425 | $63,861+256.1% | $104,607+117.4% | $79,858+184.8% |
| Participation rate | 92.6% | 64.9%+27.7pp | 74.1%+18.5pp | 69.6%+23.0pp |
| Annual return | 13.25% | 21.30%-8.1pp | 340.46%-327.2pp | 31.71%-18.5pp |
| Employer contribution / active EE | $3,157 | $1,588+98.8% | $2,681+17.8% | $2,471+27.8% |
| Participant deferral / active EE | $11,130 | $2,693+313.2% | $3,740+197.6% | $3,740+197.6% |
| Admin fee / account holder | $2,916 | $4,185-30.3% | $6,473-55.0% | $5,306-45.0% |