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 | $117,841+37.4% | $102,423+58.1% | $145,922+11.0% |
| Participation rate | 78.9% | 78.6%+0.4pp | 76.5%+2.5pp | 80.3%-1.3pp |
| Annual return | 9.83% | 31.65%-21.8pp | 29.32%-19.5pp | 561.29%-551.5pp |
| Employer contribution / active EE | $1,304 | $3,615-63.9% | $3,023-56.9% | $4,660-72.0% |
| Participant deferral / active EE | $3,763 | $5,731-34.3% | $5,053-25.5% | $6,688-43.7% |
| Admin fee / account holder | $11,245 | $13,326-15.6% | $9,451+19.0% | $13,397-16.1% |