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 | $162,826 | $89,355+82.2% | $141,162+15.3% | $72,985+123.1% |
| Participation rate | 88.5% | 75.1%+13.3pp | 82.5%+6.0pp | 69.5%+19.0pp |
| Annual return | 24.18% | 111.85%-87.7pp | 71.39%-47.2pp | 81.00%-56.8pp |
| Employer contribution / active EE | $2,232 | $3,114-28.3% | $4,735-52.9% | $2,440-8.5% |
| Participant deferral / active EE | $4,833 | $5,418-10.8% | $6,709-28.0% | $3,607+34.0% |
| Admin fee / account holder | $1,656 | $5,958-72.2% | $10,261-83.9% | $5,124-67.7% |