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 | $178,794 | $118,427+51.0% | $66,042+170.7% | $142,382+25.6% |
| Participation rate | 83.3% | 68.1%+15.2pp | 67.5%+15.8pp | 80.1%+3.2pp |
| Annual return | 15.40% | 35.57%-20.2pp | 52.11%-36.7pp | 217.08%-201.7pp |
| Employer contribution / active EE | $1,064 | $2,570-58.6% | $1,579-32.7% | $4,299-75.3% |
| Participant deferral / active EE | $14,453 | $4,311+235.3% | $2,835+409.7% | $6,507+122.1% |
| Admin fee / account holder | $614 | $9,593-93.6% | $5,747-89.3% | $12,624-95.1% |