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 | $186,711 | $116,875+59.8% | $493,514-62.2% | $116,875+59.8% |
| Participation rate | 96.4% | 74.5%+21.9pp | 86.6%+9.8pp | 74.5%+21.9pp |
| Annual return | 17.40% | 16.29%+1.1pp | -7.53%+24.9pp | 16.29%+1.1pp |
| Employer contribution / active EE | $2,150 | $3,288-34.6% | $6,745-68.1% | $3,288-34.6% |
| Participant deferral / active EE | $3,476 | $3,885-10.5% | $3,576-2.8% | $3,885-10.5% |
| Admin fee / account holder | $5,148 | $12,263-58.0% | $31,190-83.5% | $12,263-58.0% |