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 | $189,051 | $133,922+41.2% | $116,228+62.7% | $142,382+32.8% |
| Participation rate | 75.0% | 77.9%-2.9pp | 74.6%+0.4pp | 80.1%-5.1pp |
| Annual return | 25.39% | 147.76%-122.4pp | 90.06%-64.7pp | 217.08%-191.7pp |
| Employer contribution / active EE | $1,964 | $3,446-43.0% | $2,994-34.4% | $4,299-54.3% |
| Participant deferral / active EE | $3,162 | $5,672-44.3% | $4,953-36.2% | $6,507-51.4% |
| Admin fee / account holder | $6,168 | $14,945-58.7% | $11,989-48.6% | $12,624-51.1% |