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 | $145,568 | $78,422+85.6% | $95,952+51.7% | $79,858+82.3% |
| Participation rate | 78.6% | 73.5%+5.1pp | 77.1%+1.5pp | 69.6%+8.9pp |
| Annual return | 17.75% | 19.37%-1.6pp | 91.61%-73.9pp | 31.71%-14.0pp |
| Employer contribution / active EE | $2,132 | $1,945+9.6% | $2,541-16.1% | $2,471-13.7% |
| Participant deferral / active EE | $5,306 | $3,440+54.3% | $4,167+27.3% | $3,740+41.9% |
| Admin fee / account holder | $1,470 | $5,622-73.9% | $6,795-78.4% | $5,306-72.3% |