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 | $220,127 | $109,881+100.3% | $150,045+46.7% | $84,808+159.6% |
| Participation rate | 89.7% | 76.1%+13.7pp | 82.3%+7.4pp | 68.3%+21.4pp |
| Annual return | 14.80% | 28.25%-13.4pp | 62.55%-47.8pp | 40.90%-26.1pp |
| Employer contribution / active EE | $2,907 | $3,561-18.4% | $4,693-38.1% | $2,631+10.5% |
| Participant deferral / active EE | $7,435 | $6,636+12.0% | $7,997-7.0% | $4,212+76.5% |
| Admin fee / account holder | $14,587 | $8,568+70.2% | $13,435+8.6% | $7,344+98.6% |