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 | $160,715 | $106,749+50.6% | $145,433+10.5% | $82,448+94.9% |
| Participation rate | 76.7% | 75.6%+1.0pp | 82.1%-5.5pp | 68.1%+8.6pp |
| Annual return | 16.88% | 27.59%-10.7pp | 66.58%-49.7pp | 41.64%-24.8pp |
| Employer contribution / active EE | $4,009 | $3,444+16.4% | $4,554-12.0% | $2,551+57.2% |
| Participant deferral / active EE | $7,460 | $6,519+14.4% | $7,897-5.5% | $4,139+80.2% |
| Admin fee / account holder | $12,407 | $8,390+47.9% | $13,129-5.5% | $7,234+71.5% |