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 | $172,880 | $95,266+81.5% | $82,389+109.8% | $142,382+21.4% |
| Participation rate | 83.3% | 74.5%+8.9pp | 69.5%+13.8pp | 80.1%+3.2pp |
| Annual return | 16.70% | 25.74%-9.0pp | 28.67%-12.0pp | 217.08%-200.4pp |
| Employer contribution / active EE | $2,502 | $2,991-16.3% | $2,517-0.6% | $4,299-41.8% |
| Participant deferral / active EE | $7,267 | $4,809+51.1% | $4,155+74.9% | $6,507+11.7% |
| Admin fee / account holder | $1,335 | $8,563-84.4% | $7,231-81.5% | $12,624-89.4% |