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 6-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 | $186,330 | $78,926+136.1% | $136,749+36.3% | $84,808+119.7% |
| Participation rate | 81.5% | 62.2%+19.3pp | 72.1%+9.3pp | 68.3%+13.2pp |
| Annual return | 14.35% | 18.17%-3.8pp | 24.33%-10.0pp | 40.90%-26.5pp |
| Employer contribution / active EE | $2,254 | $2,134+5.6% | $3,400-33.7% | $2,631-14.3% |
| Participant deferral / active EE | $6,983 | $3,168+120.4% | $4,692+48.8% | $4,212+65.8% |
| Admin fee / account holder | $892 | $6,369-86.0% | $11,386-92.2% | $7,344-87.9% |