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 | $222,355 | $108,825+104.3% | $156,181+42.4% | $82,448+169.7% |
| Participation rate | 84.6% | 72.4%+12.2pp | 78.8%+5.8pp | 68.1%+16.5pp |
| Annual return | 17.11% | 20.59%-3.5pp | 64.87%-47.8pp | 41.64%-24.5pp |
| Employer contribution / active EE | $7,871 | $2,870+174.3% | $4,294+83.3% | $2,551+208.5% |
| Participant deferral / active EE | $17,124 | $4,577+274.1% | $6,132+179.3% | $4,139+313.7% |
| Admin fee / account holder | $13,623 | $9,341+45.9% | $14,586-6.6% | $7,234+88.3% |