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 | $197,932 | $104,974+88.6% | $95,585+107.1% | $142,382+39.0% |
| Participation rate | 73.9% | 75.0%-1.1pp | 72.1%+1.8pp | 80.1%-6.2pp |
| Annual return | 15.22% | 210.33%-195.1pp | 38.56%-23.3pp | 217.08%-201.9pp |
| Employer contribution / active EE | $2,368 | $2,779-14.8% | $2,527-6.3% | $4,299-44.9% |
| Participant deferral / active EE | $7,533 | $4,352+73.1% | $4,023+87.3% | $6,507+15.8% |
| Admin fee / account holder | $1,253 | $6,386-80.4% | $6,127-79.5% | $12,624-90.1% |