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 5-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 | $164,872 | $97,125+69.8% | $86,233+91.2% | $137,256+20.1% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.0%+31.0pp | 80.0%+20.0pp |
| Annual return | 20.88% | 74.19%-53.3pp | 61.39%-40.5pp | 220.34%-199.5pp |
| Employer contribution / active EE | $2,824 | $2,841-0.6% | $2,504+12.8% | $4,156-32.1% |
| Participant deferral / active EE | $10,923 | $5,180+110.9% | $4,559+139.6% | $6,407+70.5% |
| Admin fee / account holder | $1,618 | $9,725-83.4% | $8,342-80.6% | $12,270-86.8% |