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 | $173,810 | $124,319+39.8% | $111,297+56.2% | $167,490+3.8% |
| Participation rate | 81.8% | 79.6%+2.2pp | 77.3%+4.5pp | 82.1%-0.3pp |
| Annual return | 18.63% | 37.44%-18.8pp | 54.65%-36.0pp | 478.56%-459.9pp |
| Employer contribution / active EE | $3,480 | $3,435+1.3% | $2,731+27.4% | $4,837-28.1% |
| Participant deferral / active EE | $15,363 | $5,180+196.6% | $4,487+242.4% | $6,341+142.3% |
| Admin fee / account holder | $5,709 | $10,618-46.2% | $7,964-28.3% | $12,309-53.6% |