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 | $161,692 | $65,365+147.4% | $92,893+74.1% | $72,985+121.5% |
| Participation rate | 72.0% | 68.3%+3.7pp | 76.0%-4.0pp | 69.5%+2.5pp |
| Annual return | 22.96% | 42.10%-19.1pp | 109.41%-86.5pp | 81.00%-58.0pp |
| Employer contribution / active EE | $2,164 | $2,594-16.6% | $3,653-40.7% | $2,440-11.3% |
| Participant deferral / active EE | $4,011 | $3,128+28.2% | $4,236-5.3% | $3,607+11.2% |
| Admin fee / account holder | $976 | $4,251-77.0% | $5,794-83.1% | $5,124-80.9% |