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 | $178,601 | $72,492+146.4% | $87,100+105.1% | $72,985+144.7% |
| Participation rate | 86.2% | 72.8%+13.4pp | 76.9%+9.3pp | 69.5%+16.7pp |
| Annual return | 19.76% | 24.46%-4.7pp | 28.19%-8.4pp | 81.00%-61.2pp |
| Employer contribution / active EE | $2,564 | $1,894+35.4% | $2,521+1.7% | $2,440+5.1% |
| Participant deferral / active EE | $8,805 | $3,270+169.3% | $4,049+117.5% | $3,607+144.1% |
| Admin fee / account holder | $1,837 | $5,055-63.7% | $7,497-75.5% | $5,124-64.2% |