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 6-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 | $203,565 | $115,708+75.9% | $65,255+212.0% | $139,434+46.0% |
| Participation rate | 77.8% | 67.8%+9.9pp | 65.0%+12.8pp | 80.3%-2.5pp |
| Annual return | 22.02% | 31.19%-9.2pp | 47.35%-25.3pp | 372.94%-350.9pp |
| Employer contribution / active EE | $2,291 | $2,599-11.8% | $1,691+35.5% | $4,751-51.8% |
| Participant deferral / active EE | $7,129 | $4,240+68.1% | $2,831+151.8% | $6,710+6.2% |
| Admin fee / account holder | $594 | $6,698-91.1% | $4,112-85.6% | $11,403-94.8% |