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 | $172,625 | $91,552+88.6% | $133,956+28.9% | $79,858+116.2% |
| Participation rate | 83.3% | 73.3%+10.0pp | 79.8%+3.5pp | 69.6%+13.7pp |
| Annual return | 22.16% | 61.85%-39.7pp | 45.09%-22.9pp | 31.71%-9.6pp |
| Employer contribution / active EE | $1,242 | $2,384-47.9% | $3,919-68.3% | $2,471-49.7% |
| Participant deferral / active EE | $3,663 | $3,733-1.9% | $5,048-27.4% | $3,740-2.1% |
| Admin fee / account holder | $650 | $6,321-89.7% | $8,927-92.7% | $5,306-87.8% |