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 | $206,620 | $127,777+61.7% | $106,548+93.9% | $167,490+23.4% |
| Participation rate | 88.2% | 78.3%+10.0pp | 76.1%+12.1pp | 82.1%+6.1pp |
| Annual return | 11.32% | 33.87%-22.6pp | 26.80%-15.5pp | 478.56%-467.2pp |
| Employer contribution / active EE | $6,137 | $3,427+79.1% | $2,819+117.7% | $4,837+26.9% |
| Participant deferral / active EE | $2,168 | $5,087-57.4% | $4,398-50.7% | $6,341-65.8% |
| Admin fee / account holder | $1,208 | $11,228-89.2% | $7,407-83.7% | $12,309-90.2% |