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 | $172,394 | $78,422+119.8% | $95,952+79.7% | $79,858+115.9% |
| Participation rate | 82.8% | 73.5%+9.3pp | 77.1%+5.7pp | 69.6%+13.1pp |
| Annual return | 21.27% | 19.37%+1.9pp | 91.61%-70.3pp | 31.71%-10.4pp |
| Employer contribution / active EE | $1,221 | $1,945-37.3% | $2,541-52.0% | $2,471-50.6% |
| Participant deferral / active EE | $4,853 | $3,440+41.1% | $4,167+16.5% | $3,740+29.8% |
| Admin fee / account holder | $5,604 | $5,622-0.3% | $6,795-17.5% | $5,306+5.6% |