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 | $169,521 | $49,227+244.4% | $70,449+140.6% | $79,858+112.3% |
| Participation rate | 88.0% | 69.2%+18.8pp | 75.1%+12.9pp | 69.6%+18.4pp |
| Annual return | 20.56% | 30.06%-9.5pp | 109.03%-88.5pp | 31.71%-11.2pp |
| Employer contribution / active EE | $3,329 | $2,099+58.6% | $2,737+21.7% | $2,471+34.8% |
| Participant deferral / active EE | $4,962 | $2,768+79.3% | $3,709+33.8% | $3,740+32.7% |
| Admin fee / account holder | $3,866 | $2,878+34.3% | $3,845+0.5% | $5,306-27.1% |