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 | $237,288 | $77,419+206.5% | $69,455+241.6% | $152,861+55.2% |
| Participation rate | 100.0% | 78.1%+21.9pp | 74.6%+25.4pp | 82.4%+17.6pp |
| Annual return | 7.89% | 39.06%-31.2pp | 28.97%-21.1pp | 345.32%-337.4pp |
| Employer contribution / active EE | $7,752 | $3,315+133.8% | $2,779+178.9% | $4,762+62.8% |
| Participant deferral / active EE | $5,781 | $4,414+31.0% | $3,535+63.5% | $5,850-1.2% |
| Admin fee / account holder | $5,948 | $6,207-4.2% | $3,839+54.9% | $11,596-48.7% |