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 | $184,184 | $91,552+101.2% | $133,956+37.5% | $79,858+130.6% |
| Participation rate | 72.0% | 73.3%-1.3pp | 79.8%-7.8pp | 69.6%+2.4pp |
| Annual return | 39.34% | 61.85%-22.5pp | 45.09%-5.8pp | 31.71%+7.6pp |
| Employer contribution / active EE | $2,290 | $2,384-3.9% | $3,919-41.6% | $2,471-7.3% |
| Participant deferral / active EE | $5,707 | $3,733+52.9% | $5,048+13.1% | $3,740+52.6% |
| Admin fee / account holder | $1,164 | $6,321-81.6% | $8,927-87.0% | $5,306-78.1% |