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 | $166,268 | $86,286+92.7% | $111,297+49.4% | $85,850+93.7% |
| Participation rate | 79.3% | 73.3%+6.0pp | 77.3%+2.0pp | 69.3%+10.0pp |
| Annual return | 18.61% | 19.99%-1.4pp | 54.65%-36.0pp | 318.53%-299.9pp |
| Employer contribution / active EE | $2,707 | $2,043+32.5% | $2,731-0.9% | $2,565+5.5% |
| Participant deferral / active EE | $7,747 | $3,641+112.8% | $4,487+72.7% | $3,952+96.1% |
| Admin fee / account holder | $4,945 | $8,188-39.6% | $7,964-37.9% | $6,260-21.0% |