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 | $180,982 | $106,515+69.9% | $96,683+87.2% | $139,434+29.8% |
| Participation rate | 72.7% | 77.8%-5.1pp | 74.3%-1.6pp | 80.3%-7.6pp |
| Annual return | 15.20% | 38.43%-23.2pp | 35.69%-20.5pp | 372.94%-357.7pp |
| Employer contribution / active EE | $3,468 | $4,103-15.5% | $3,737-7.2% | $4,751-27.0% |
| Participant deferral / active EE | $9,523 | $5,454+74.6% | $4,878+95.2% | $6,710+41.9% |
| Admin fee / account holder | $2,259 | $7,877-71.3% | $6,730-66.4% | $11,403-80.2% |