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 | $202,610 | $93,571+116.5% | $135,903+49.1% | $75,163+169.6% |
| Participation rate | 77.3% | 75.2%+2.1pp | 81.9%-4.6pp | 67.2%+10.1pp |
| Annual return | 16.50% | 30.90%-14.4pp | 68.23%-51.7pp | 160.62%-144.1pp |
| Employer contribution / active EE | $2,050 | $3,537-42.0% | $4,856-57.8% | $2,670-23.2% |
| Participant deferral / active EE | $7,316 | $6,404+14.2% | $7,758-5.7% | $4,125+77.4% |
| Admin fee / account holder | $12,769 | $6,975+83.1% | $10,762+18.6% | $5,651+126.0% |