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 | $187,575 | $94,338+98.8% | $100,534+86.6% | $142,382+31.7% |
| Participation rate | 84.6% | 81.7%+2.9pp | 80.6%+4.0pp | 80.1%+4.5pp |
| Annual return | 19.15% | 29.20%-10.0pp | 32.66%-13.5pp | 217.08%-197.9pp |
| Employer contribution / active EE | $2,397 | $4,237-43.4% | $4,346-44.9% | $4,299-44.3% |
| Participant deferral / active EE | $1,532 | $5,934-74.2% | $6,144-75.1% | $6,507-76.5% |
| Admin fee / account holder | $2,175 | $8,421-74.2% | $7,654-71.6% | $12,624-82.8% |