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 | $161,911 | $117,859+37.4% | $102,438+58.1% | $145,959+10.9% |
| Participation rate | 78.9% | 78.6%+0.4pp | 76.5%+2.5pp | 80.3%-1.3pp |
| Annual return | 9.83% | 31.72%-21.9pp | 29.37%-19.5pp | 561.95%-552.1pp |
| Employer contribution / active EE | $1,304 | $3,615-63.9% | $3,024-56.9% | $4,661-72.0% |
| Participant deferral / active EE | $3,763 | $5,732-34.4% | $5,054-25.5% | $6,689-43.7% |
| Admin fee / account holder | $11,245 | $13,318-15.6% | $9,448+19.0% | $13,398-16.1% |