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 | $137,033 | $78,422+74.7% | $95,952+42.8% | $79,858+71.6% |
| Participation rate | 73.0% | 73.5%-0.5pp | 77.1%-4.1pp | 69.6%+3.3pp |
| Annual return | 22.03% | 19.37%+2.7pp | 91.61%-69.6pp | 31.71%-9.7pp |
| Employer contribution / active EE | $1,901 | $1,945-2.3% | $2,541-25.2% | $2,471-23.1% |
| Participant deferral / active EE | $4,733 | $3,440+37.6% | $4,167+13.6% | $3,740+26.6% |
| Admin fee / account holder | $1,860 | $5,622-66.9% | $6,795-72.6% | $5,306-64.9% |