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 | $176,699 | $104,251+69.5% | $91,001+94.2% | $147,584+19.7% |
| Participation rate | 70.0% | 78.2%-8.2pp | 75.6%-5.6pp | 82.8%-12.8pp |
| Annual return | 17.59% | 27.06%-9.5pp | 4.60%+13.0pp | 578.55%-561.0pp |
| Employer contribution / active EE | $1,824 | $3,116-41.5% | $2,456-25.7% | $4,876-62.6% |
| Participant deferral / active EE | $6,069 | $4,195+44.7% | $3,547+71.1% | $5,439+11.6% |
| Admin fee / account holder | $1,030 | $8,948-88.5% | $5,417-81.0% | $10,885-90.5% |