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 3-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 | $158,207 | $95,266+66.1% | $82,389+92.0% | $142,382+11.1% |
| Participation rate | 71.4% | 74.5%-3.0pp | 69.5%+1.9pp | 80.1%-8.7pp |
| Annual return | 13.10% | 25.74%-12.6pp | 28.67%-15.6pp | 217.08%-204.0pp |
| Employer contribution / active EE | $13,920 | $2,991+365.4% | $2,517+453.0% | $4,299+223.8% |
| Participant deferral / active EE | $12,736 | $4,809+164.8% | $4,155+206.5% | $6,507+95.7% |
| Admin fee / account holder | $1,370 | $8,563-84.0% | $7,231-81.1% | $12,624-89.2% |