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 9-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 | $147,957 | $97,125+52.3% | $86,233+71.6% | $137,256+7.8% |
| Participation rate | 80.0% | 74.2%+5.8pp | 69.0%+11.0pp | 80.0%0pp |
| Annual return | 18.67% | 74.19%-55.5pp | 61.39%-42.7pp | 220.34%-201.7pp |
| Employer contribution / active EE | $2,109 | $2,841-25.8% | $2,504-15.8% | $4,156-49.2% |
| Participant deferral / active EE | $14,629 | $5,180+182.4% | $4,559+220.9% | $6,407+128.3% |
| Admin fee / account holder | $1,755 | $9,725-82.0% | $8,342-79.0% | $12,270-85.7% |