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 | $165,142 | $153,772+7.4% | $133,980+23.3% | $273,961-39.7% |
| Participation rate | 80.0% | 88.4%-8.4pp | 87.1%-7.1pp | 83.0%-3.0pp |
| Annual return | 8.41% | 36.51%-28.1pp | 29.30%-20.9pp | 41.45%-33.0pp |
| Employer contribution / active EE | $3,502 | $6,029-41.9% | $5,211-32.8% | $4,869-28.1% |
| Participant deferral / active EE | $15,064 | $6,958+116.5% | $6,282+139.8% | $5,287+184.9% |
| Admin fee / account holder | $1,092 | $11,765-90.7% | $9,324-88.3% | $10,132-89.2% |