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 | $198,855 | $83,477+138.2% | $125,175+58.9% | $72,985+172.5% |
| Participation rate | 74.1% | 73.3%+0.8pp | 79.8%-5.7pp | 69.5%+4.6pp |
| Annual return | 20.03% | 25.78%-5.7pp | 43.79%-23.8pp | 81.00%-61.0pp |
| Employer contribution / active EE | $2,627 | $2,345+12.0% | $3,865-32.0% | $2,440+7.7% |
| Participant deferral / active EE | $6,196 | $3,585+72.8% | $4,937+25.5% | $3,607+71.8% |
| Admin fee / account holder | $2,216 | $5,517-59.8% | $9,702-77.2% | $5,124-56.8% |