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 | $171,258 | $115,882+47.8% | $100,516+70.4% | $158,922+7.8% |
| Participation rate | 78.9% | 81.6%-2.6pp | 79.4%-0.5pp | 82.0%-3.0pp |
| Annual return | 15.03% | 34.79%-19.8pp | 30.89%-15.9pp | 302.83%-287.8pp |
| Employer contribution / active EE | $1,161 | $4,103-71.7% | $3,418-66.0% | $4,761-75.6% |
| Participant deferral / active EE | $7,919 | $6,674+18.7% | $6,270+26.3% | $5,982+32.4% |
| Admin fee / account holder | $8,324 | $10,995-24.3% | $8,081+3.0% | $11,246-26.0% |