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 | $169,814 | $91,552+85.5% | $133,956+26.8% | $79,858+112.6% |
| Participation rate | 83.9% | 73.3%+10.5pp | 79.8%+4.0pp | 69.6%+14.2pp |
| Annual return | 16.84% | 61.85%-45.0pp | 45.09%-28.2pp | 31.71%-14.9pp |
| Employer contribution / active EE | $3,353 | $2,384+40.7% | $3,919-14.4% | $2,471+35.7% |
| Participant deferral / active EE | $4,044 | $3,733+8.3% | $5,048-19.9% | $3,740+8.1% |
| Admin fee / account holder | $3,503 | $6,321-44.6% | $8,927-60.8% | $5,306-34.0% |