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 7-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 | $166,555 | $106,515+56.4% | $96,683+72.3% | $139,434+19.5% |
| Participation rate | 77.8% | 77.8%-0.1pp | 74.3%+3.4pp | 80.3%-2.5pp |
| Annual return | 18.56% | 38.43%-19.9pp | 35.69%-17.1pp | 372.94%-354.4pp |
| Employer contribution / active EE | $2,478 | $4,103-39.6% | $3,737-33.7% | $4,751-47.8% |
| Participant deferral / active EE | $3,957 | $5,454-27.5% | $4,878-18.9% | $6,710-41.0% |
| Admin fee / account holder | $2,765 | $7,877-64.9% | $6,730-58.9% | $11,403-75.8% |