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 | $181,386 | $90,503+100.4% | $78,689+130.5% | $273,961-33.8% |
| Participation rate | 85.7% | 76.5%+9.2pp | 73.6%+12.2pp | 83.0%+2.7pp |
| Annual return | 3.00% | 75.60%-72.6pp | 62.18%-59.2pp | 41.45%-38.4pp |
| Employer contribution / active EE | $2,875 | $3,176-9.5% | $2,851+0.9% | $4,869-40.9% |
| Participant deferral / active EE | $6,138 | $3,901+57.3% | $3,517+74.5% | $5,287+16.1% |
| Admin fee / account holder | $797 | $5,263-84.9% | $4,510-82.3% | $10,132-92.1% |