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 | $220,575 | $78,672+180.4% | $109,143+102.1% | $85,850+156.9% |
| Participation rate | 78.6% | 68.3%+10.3pp | 75.9%+2.7pp | 69.3%+9.3pp |
| Annual return | 17.66% | 25.09%-7.4pp | 25.75%-8.1pp | 318.53%-300.9pp |
| Employer contribution / active EE | $6,168 | $2,735+125.6% | $3,722+65.7% | $2,565+140.5% |
| Participant deferral / active EE | $7,996 | $3,467+130.6% | $4,653+71.8% | $3,952+102.3% |
| Admin fee / account holder | $31,572 | $5,469+477.3% | $6,752+367.6% | $6,260+404.4% |