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 | $179,286 | $97,125+84.6% | $86,233+107.9% | $137,256+30.6% |
| Participation rate | 80.0% | 74.2%+5.8pp | 69.0%+11.0pp | 80.0%0pp |
| Annual return | 20.24% | 74.19%-53.9pp | 61.39%-41.1pp | 220.34%-200.1pp |
| Employer contribution / active EE | $1,406 | $2,841-50.5% | $2,504-43.9% | $4,156-66.2% |
| Participant deferral / active EE | $9,012 | $5,180+74.0% | $4,559+97.7% | $6,407+40.7% |
| Admin fee / account holder | $748 | $9,725-92.3% | $8,342-91.0% | $12,270-93.9% |