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 | $213,685 | $68,719+211.0% | $91,541+133.4% | $84,808+152.0% |
| Participation rate | 92.3% | 64.5%+27.8pp | 69.8%+22.5pp | 68.3%+24.0pp |
| Annual return | 20.62% | 19.12%+1.5pp | 20.50%+0.1pp | 40.90%-20.3pp |
| Employer contribution / active EE | $7,098 | $1,920+269.7% | $2,505+183.4% | $2,631+169.8% |
| Participant deferral / active EE | $4,329 | $3,136+38.0% | $4,008+8.0% | $4,212+2.8% |
| Admin fee / account holder | $8,834 | $5,786+52.7% | $6,956+27.0% | $7,344+20.3% |