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 | $101,500 | $54,705+85.5% | $71,209+42.5% | $84,808+19.7% |
| Participation rate | 97.2% | 64.1%+33.2pp | 73.8%+23.5pp | 68.3%+28.9pp |
| Annual return | 18.19% | 35.90%-17.7pp | 282.51%-264.3pp | 40.90%-22.7pp |
| Employer contribution / active EE | $3,004 | $2,158+39.2% | $2,721+10.4% | $2,631+14.2% |
| Participant deferral / active EE | $5,870 | $3,030+93.7% | $4,175+40.6% | $4,212+39.4% |
| Admin fee / account holder | $625 | $4,863-87.1% | $5,349-88.3% | $7,344-91.5% |