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 | $170,660 | $86,286+97.8% | $111,297+53.3% | $85,850+98.8% |
| Participation rate | 76.0% | 73.3%+2.7pp | 77.3%-1.3pp | 69.3%+6.7pp |
| Annual return | 12.90% | 19.99%-7.1pp | 54.65%-41.7pp | 318.53%-305.6pp |
| Employer contribution / active EE | $2,827 | $2,043+38.4% | $2,731+3.5% | $2,565+10.2% |
| Participant deferral / active EE | $8,368 | $3,641+129.9% | $4,487+86.5% | $3,952+111.8% |
| Admin fee / account holder | $5,640 | $8,188-31.1% | $7,964-29.2% | $6,260-9.9% |