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 | $163,386 | $89,753+82.0% | $107,525+52.0% | $84,808+92.7% |
| Participation rate | 71.0% | 68.1%+2.9pp | 75.1%-4.1pp | 68.3%+2.7pp |
| Annual return | 14.19% | 29.48%-15.3pp | 181.32%-167.1pp | 40.90%-26.7pp |
| Employer contribution / active EE | $4,254 | $3,113+36.6% | $3,754+13.3% | $2,631+61.7% |
| Participant deferral / active EE | $11,010 | $4,056+171.4% | $5,116+115.2% | $4,212+161.4% |
| Admin fee / account holder | $8,568 | $7,222+18.6% | $8,919-3.9% | $7,344+16.7% |