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 | $160,164 | $86,286+85.6% | $111,297+43.9% | $85,850+86.6% |
| Participation rate | 86.7% | 73.3%+13.3pp | 77.3%+9.4pp | 69.3%+17.4pp |
| Annual return | 11.73% | 19.99%-8.3pp | 54.65%-42.9pp | 318.53%-306.8pp |
| Employer contribution / active EE | $1,800 | $2,043-11.9% | $2,731-34.1% | $2,565-29.8% |
| Participant deferral / active EE | $5,878 | $3,641+61.5% | $4,487+31.0% | $3,952+48.8% |
| Admin fee / account holder | $7,870 | $8,188-3.9% | $7,964-1.2% | $6,260+25.7% |