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 | $160,190 | $109,359+46.5% | $162,163-1.2% | $72,985+119.5% |
| Participation rate | 100.0% | 84.3%+15.7pp | 87.6%+12.4pp | 69.5%+30.5pp |
| Annual return | 26.91% | 25.46%+1.5pp | 115.59%-88.7pp | 81.00%-54.1pp |
| Employer contribution / active EE | $2,693 | $3,907-31.1% | $5,614-52.0% | $2,440+10.4% |
| Participant deferral / active EE | $8,159 | $5,481+48.9% | $7,298+11.8% | $3,607+126.2% |
| Admin fee / account holder | $2,658 | $7,972-66.7% | $10,843-75.5% | $5,124-48.1% |