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 | $181,600 | $91,552+98.4% | $133,956+35.6% | $79,858+127.4% |
| Participation rate | 84.8% | 73.3%+11.4pp | 79.8%+4.9pp | 69.6%+15.1pp |
| Annual return | 21.96% | 61.85%-39.9pp | 45.09%-23.1pp | 31.71%-9.8pp |
| Employer contribution / active EE | $3,261 | $2,384+36.8% | $3,919-16.8% | $2,471+32.0% |
| Participant deferral / active EE | $2,039 | $3,733-45.4% | $5,048-59.6% | $3,740-45.5% |
| Admin fee / account holder | $2,701 | $6,321-57.3% | $8,927-69.7% | $5,306-49.1% |