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 7-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 | $164,732 | $78,672+109.4% | $109,143+50.9% | $85,850+91.9% |
| Participation rate | 78.6% | 68.3%+10.3pp | 75.9%+2.7pp | 69.3%+9.3pp |
| Annual return | 12.93% | 25.09%-12.2pp | 25.75%-12.8pp | 318.53%-305.6pp |
| Employer contribution / active EE | $2,241 | $2,735-18.1% | $3,722-39.8% | $2,565-12.7% |
| Participant deferral / active EE | $4,481 | $3,467+29.2% | $4,653-3.7% | $3,952+13.4% |
| Admin fee / account holder | $19,331 | $5,469+253.5% | $6,752+186.3% | $6,260+208.8% |