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 | $215,387 | $85,766+151.1% | $136,294+58.0% | $70,131+207.1% |
| Participation rate | 78.4% | 74.2%+4.3pp | 81.9%-3.5pp | 69.5%+8.9pp |
| Annual return | 18.91% | 31.45%-12.5pp | 5155.94%-5137.0pp | 73.14%-54.2pp |
| Employer contribution / active EE | $6,006 | $2,966+102.5% | $4,695+27.9% | $2,342+156.4% |
| Participant deferral / active EE | $7,139 | $5,051+41.3% | $6,247+14.3% | $3,332+114.3% |
| Admin fee / account holder | $1,283 | $5,420-76.3% | $9,243-86.1% | $4,645-72.4% |