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 7-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 | $179,333 | $111,535+60.8% | $105,223+70.4% | $137,256+30.7% |
| Participation rate | 83.3% | 78.1%+5.2pp | 75.0%+8.3pp | 80.0%+3.4pp |
| Annual return | 24.13% | 237.85%-213.7pp | 180.65%-156.5pp | 220.34%-196.2pp |
| Employer contribution / active EE | $26,328 | $3,939+568.3% | $3,689+613.8% | $4,156+533.5% |
| Participant deferral / active EE | $20,181 | $5,500+266.9% | $5,072+297.9% | $6,407+215.0% |
| Admin fee / account holder | $638 | $9,721-93.4% | $8,859-92.8% | $12,270-94.8% |