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 | $160,859 | $112,729+42.7% | $98,716+63.0% | $137,256+17.2% |
| Participation rate | 78.6% | 74.2%+4.3pp | 69.3%+9.3pp | 80.0%-1.4pp |
| Annual return | 18.88% | 38.48%-19.6pp | 31.81%-12.9pp | 220.34%-201.5pp |
| Employer contribution / active EE | $2,336 | $2,725-14.3% | $2,279+2.5% | $4,156-43.8% |
| Participant deferral / active EE | $9,138 | $4,640+96.9% | $4,048+125.8% | $6,407+42.6% |
| Admin fee / account holder | $693 | $10,129-93.2% | $8,703-92.0% | $12,270-94.4% |