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 | $193,952 | $135,952+42.7% | $123,892+56.5% | $273,961-29.2% |
| Participation rate | 85.0% | 84.1%+0.9pp | 81.4%+3.6pp | 83.0%+2.0pp |
| Annual return | 11.70% | 56.63%-44.9pp | 47.52%-35.8pp | 41.45%-29.8pp |
| Employer contribution / active EE | $3,022 | $5,170-41.5% | $4,617-34.5% | $4,869-37.9% |
| Participant deferral / active EE | $8,740 | $6,343+37.8% | $5,984+46.1% | $5,287+65.3% |
| Admin fee / account holder | $3,778 | $9,817-61.5% | $8,357-54.8% | $10,132-62.7% |