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 | $210,714 | $91,552+130.2% | $133,956+57.3% | $79,858+163.9% |
| Participation rate | 94.6% | 73.3%+21.2pp | 79.8%+14.8pp | 69.6%+25.0pp |
| Annual return | 13.75% | 61.85%-48.1pp | 45.09%-31.3pp | 31.71%-18.0pp |
| Employer contribution / active EE | $2,176 | $2,384-8.7% | $3,919-44.5% | $2,471-11.9% |
| Participant deferral / active EE | $6,137 | $3,733+64.4% | $5,048+21.6% | $3,740+64.1% |
| Admin fee / account holder | $17,501 | $6,321+176.9% | $8,927+96.0% | $5,306+229.8% |