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 | $243,098 | $80,968+200.2% | $96,544+151.8% | $75,163+223.4% |
| Participation rate | 72.0% | 71.8%+0.2pp | 76.0%-4.0pp | 67.2%+4.8pp |
| Annual return | 16.31% | 27.06%-10.7pp | 25.84%-9.5pp | 160.62%-144.3pp |
| Employer contribution / active EE | $0 | $2,282-100.0% | $2,965-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $6,880 | $3,928+75.2% | $4,851+41.8% | $4,125+66.8% |
| Admin fee / account holder | $4,553 | $6,724-32.3% | $8,252-44.8% | $5,651-19.4% |