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 | $177,749 | $132,634+34.0% | $115,768+53.5% | $137,256+29.5% |
| Participation rate | 77.8% | 77.9%-0.1pp | 74.4%+3.4pp | 80.0%-2.2pp |
| Annual return | 15.93% | 160.70%-144.8pp | 100.46%-84.5pp | 220.34%-204.4pp |
| Employer contribution / active EE | $2,468 | $3,360-26.5% | $2,940-16.0% | $4,156-40.6% |
| Participant deferral / active EE | $7,390 | $5,619+31.5% | $4,917+50.3% | $6,407+15.3% |
| Admin fee / account holder | $5,883 | $15,028-60.9% | $12,439-52.7% | $12,270-52.1% |