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 | $210,780 | $77,419+172.3% | $69,455+203.5% | $152,861+37.9% |
| Participation rate | 93.3% | 78.1%+15.2pp | 74.6%+18.7pp | 82.4%+10.9pp |
| Annual return | 21.96% | 39.06%-17.1pp | 28.97%-7.0pp | 345.32%-323.4pp |
| Employer contribution / active EE | $6,131 | $3,315+84.9% | $2,779+120.6% | $4,762+28.7% |
| Participant deferral / active EE | $7,216 | $4,414+63.5% | $3,535+104.1% | $5,850+23.4% |
| Admin fee / account holder | $2,809 | $6,207-54.7% | $3,839-26.8% | $11,596-75.8% |