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 | $179,883 | $117,381+53.2% | $99,443+80.9% | $152,861+17.7% |
| Participation rate | 70.6% | 77.5%-7.0pp | 73.8%-3.2pp | 82.4%-11.9pp |
| Annual return | 25.70% | 31.87%-6.2pp | 30.72%-5.0pp | 345.32%-319.6pp |
| Employer contribution / active EE | $3,148 | $3,013+4.5% | $2,540+23.9% | $4,762-33.9% |
| Participant deferral / active EE | $7,899 | $4,086+93.3% | $3,619+118.3% | $5,850+35.0% |
| Admin fee / account holder | $960 | $7,631-87.4% | $6,250-84.6% | $11,596-91.7% |