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 | $166,081 | $99,341+67.2% | $84,750+96.0% | $273,961-39.4% |
| Participation rate | 83.3% | 80.7%+2.6pp | 76.6%+6.7pp | 83.0%+0.3pp |
| Annual return | 4.70% | 22.93%-18.2pp | 22.78%-18.1pp | 41.45%-36.8pp |
| Employer contribution / active EE | $2,089 | $4,214-50.4% | $3,574-41.6% | $4,869-57.1% |
| Participant deferral / active EE | $4,045 | $4,269-5.3% | $3,712+9.0% | $5,287-23.5% |
| Admin fee / account holder | $3,961 | $6,644-40.4% | $5,332-25.7% | $10,132-60.9% |