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 | $141,945 | $86,286+64.5% | $111,297+27.5% | $85,850+65.3% |
| Participation rate | 76.9% | 73.3%+3.6pp | 77.3%-0.4pp | 69.3%+7.6pp |
| Annual return | 11.39% | 19.99%-8.6pp | 54.65%-43.3pp | 318.53%-307.1pp |
| Employer contribution / active EE | $2,105 | $2,043+3.0% | $2,731-22.9% | $2,565-18.0% |
| Participant deferral / active EE | $4,577 | $3,641+25.7% | $4,487+2.0% | $3,952+15.8% |
| Admin fee / account holder | $12,947 | $8,188+58.1% | $7,964+62.6% | $6,260+106.8% |