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 | $191,897 | $154,228+24.4% | $145,433+31.9% | $137,256+39.8% |
| Participation rate | 75.0% | 83.8%-8.8pp | 82.1%-7.1pp | 80.0%-5.0pp |
| Annual return | 15.24% | 74.59%-59.4pp | 66.58%-51.3pp | 220.34%-205.1pp |
| Employer contribution / active EE | $7,775 | $4,804+61.8% | $4,554+70.7% | $4,156+87.1% |
| Participant deferral / active EE | $16,564 | $8,216+101.6% | $7,897+109.7% | $6,407+158.5% |
| Admin fee / account holder | $574 | $14,344-96.0% | $13,129-95.6% | $12,270-95.3% |