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 | $132,472 | $57,541+130.2% | $95,745+38.4% | $75,163+76.2% |
| Participation rate | 76.0% | 62.5%+13.5pp | 72.3%+3.7pp | 67.2%+8.8pp |
| Annual return | 23.68% | 34.93%-11.2pp | 28.35%-4.7pp | 160.62%-136.9pp |
| Employer contribution / active EE | $2,223 | $1,808+23.0% | $2,835-21.6% | $2,670-16.7% |
| Participant deferral / active EE | $2,372 | $3,074-22.8% | $4,245-44.1% | $4,125-42.5% |
| Admin fee / account holder | $1,655 | $4,099-59.6% | $5,678-70.9% | $5,651-70.7% |