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 | $171,042 | $153,772+11.2% | $133,980+27.7% | $273,961-37.6% |
| Participation rate | 75.0% | 88.4%-13.4pp | 87.1%-12.1pp | 83.0%-8.0pp |
| Annual return | 4.38% | 36.51%-32.1pp | 29.30%-24.9pp | 41.45%-37.1pp |
| Employer contribution / active EE | $12,363 | $6,029+105.1% | $5,211+137.2% | $4,869+153.9% |
| Participant deferral / active EE | $12,300 | $6,958+76.8% | $6,282+95.8% | $5,287+132.6% |
| Admin fee / account holder | $19,701 | $11,765+67.5% | $9,324+111.3% | $10,132+94.4% |