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 | $168,744 | $88,672+90.3% | $105,223+60.4% | $82,448+104.7% |
| Participation rate | 84.0% | 67.9%+16.1pp | 75.0%+9.0pp | 68.1%+15.9pp |
| Annual return | 18.40% | 30.86%-12.5pp | 180.65%-162.3pp | 41.64%-23.2pp |
| Employer contribution / active EE | $3,393 | $3,048+11.3% | $3,689-8.0% | $2,551+33.0% |
| Participant deferral / active EE | $8,495 | $4,036+110.5% | $5,072+67.5% | $4,139+105.2% |
| Admin fee / account holder | $1,575 | $7,146-78.0% | $8,859-82.2% | $7,234-78.2% |