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 | $163,525 | $91,552+78.6% | $133,956+22.1% | $79,858+104.8% |
| Participation rate | 72.4% | 73.3%-0.9pp | 79.8%-7.4pp | 69.6%+2.8pp |
| Annual return | 14.59% | 61.85%-47.3pp | 45.09%-30.5pp | 31.71%-17.1pp |
| Employer contribution / active EE | $1,928 | $2,384-19.1% | $3,919-50.8% | $2,471-22.0% |
| Participant deferral / active EE | $2,945 | $3,733-21.1% | $5,048-41.7% | $3,740-21.3% |
| Admin fee / account holder | $7,252 | $6,321+14.7% | $8,927-18.8% | $5,306+36.7% |