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 | $135,426 | $58,512+131.5% | $84,015+61.2% | $72,985+85.6% |
| Participation rate | 78.6% | 61.2%+17.3pp | 69.0%+9.6pp | 69.5%+9.1pp |
| Annual return | 25.41% | 28.93%-3.5pp | 71.31%-45.9pp | 81.00%-55.6pp |
| Employer contribution / active EE | $1,494 | $1,163+28.5% | $1,983-24.7% | $2,440-38.8% |
| Participant deferral / active EE | $4,494 | $2,394+87.7% | $3,239+38.8% | $3,607+24.6% |
| Admin fee / account holder | $6,779 | $4,569+48.4% | $6,101+11.1% | $5,124+32.3% |