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 | $161,130 | $72,012+123.8% | $185,823-13.3% | $79,858+101.8% |
| Participation rate | 70.0% | 65.8%+4.2pp | 78.0%-8.0pp | 69.6%+0.4pp |
| Annual return | 13.06% | 23.12%-10.1pp | 35.95%-22.9pp | 31.71%-18.7pp |
| Employer contribution / active EE | $2,194 | $1,965+11.7% | $4,087-46.3% | $2,471-11.2% |
| Participant deferral / active EE | $6,337 | $3,779+67.7% | $5,632+12.5% | $3,740+69.4% |
| Admin fee / account holder | $1,310 | $4,513-71.0% | $9,500-86.2% | $5,306-75.3% |