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 | $180,705 | $109,881+64.5% | $150,045+20.4% | $84,808+113.1% |
| Participation rate | 79.6% | 76.1%+3.5pp | 82.3%-2.7pp | 68.3%+11.3pp |
| Annual return | 18.15% | 28.25%-10.1pp | 62.55%-44.4pp | 40.90%-22.7pp |
| Employer contribution / active EE | $3,188 | $3,561-10.5% | $4,693-32.1% | $2,631+21.2% |
| Participant deferral / active EE | $7,720 | $6,636+16.3% | $7,997-3.5% | $4,212+83.3% |
| Admin fee / account holder | $29,887 | $8,568+248.8% | $13,435+122.5% | $7,344+307.0% |