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 | $171,690 | $102,245+67.9% | $89,340+92.2% | $137,256+25.1% |
| Participation rate | 84.6% | 74.9%+9.7pp | 69.6%+15.0pp | 80.0%+4.7pp |
| Annual return | 16.45% | 21.89%-5.4pp | 20.57%-4.1pp | 220.34%-203.9pp |
| Employer contribution / active EE | $2,184 | $2,529-13.7% | $2,231-2.1% | $4,156-47.5% |
| Participant deferral / active EE | $7,086 | $4,436+59.7% | $3,823+85.4% | $6,407+10.6% |
| Admin fee / account holder | $1,267 | $8,085-84.3% | $6,704-81.1% | $12,270-89.7% |