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 | $188,068 | $102,616+83.3% | $81,983+129.4% | $158,922+18.3% |
| Participation rate | 75.0% | 75.5%-0.5pp | 69.2%+5.8pp | 82.0%-7.0pp |
| Annual return | 22.99% | 61.04%-38.0pp | 41.31%-18.3pp | 302.83%-279.8pp |
| Employer contribution / active EE | $2,065 | $3,240-36.3% | $2,498-17.3% | $4,761-56.6% |
| Participant deferral / active EE | $7,702 | $4,648+65.7% | $3,722+106.9% | $5,982+28.8% |
| Admin fee / account holder | $1,058 | $8,235-87.2% | $5,664-81.3% | $11,246-90.6% |