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 6-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 | $164,062 | $111,535+47.1% | $105,223+55.9% | $137,256+19.5% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 13.89% | 237.85%-224.0pp | 180.65%-166.8pp | 220.34%-206.4pp |
| Employer contribution / active EE | $3,475 | $3,939-11.8% | $3,689-5.8% | $4,156-16.4% |
| Participant deferral / active EE | $8,403 | $5,500+52.8% | $5,072+65.7% | $6,407+31.2% |
| Admin fee / account holder | $2,610 | $9,721-73.1% | $8,859-70.5% | $12,270-78.7% |