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 | $171,120 | $54,705+212.8% | $71,209+140.3% | $84,808+101.8% |
| Participation rate | 84.0% | 64.1%+19.9pp | 73.8%+10.2pp | 68.3%+15.7pp |
| Annual return | 13.90% | 35.90%-22.0pp | 282.51%-268.6pp | 40.90%-27.0pp |
| Employer contribution / active EE | $7,470 | $2,158+246.2% | $2,721+174.5% | $2,631+183.9% |
| Participant deferral / active EE | $10,217 | $3,030+237.2% | $4,175+144.7% | $4,212+142.6% |
| Admin fee / account holder | $22,363 | $4,863+359.8% | $5,349+318.1% | $7,344+204.5% |