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 | $149,859 | $72,277+107.3% | $101,248+48.0% | $79,858+87.7% |
| Participation rate | 73.5% | 68.5%+5.1pp | 75.8%-2.3pp | 69.6%+3.9pp |
| Annual return | 14.61% | 22.30%-7.7pp | 46.47%-31.9pp | 31.71%-17.1pp |
| Employer contribution / active EE | $1,550 | $2,692-42.4% | $3,660-57.6% | $2,471-37.2% |
| Participant deferral / active EE | $6,267 | $3,282+91.0% | $4,370+43.4% | $3,740+67.6% |
| Admin fee / account holder | $4,886 | $4,400+11.0% | $5,945-17.8% | $5,306-7.9% |