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 | $224,507 | $78,422+186.3% | $95,952+134.0% | $79,858+181.1% |
| Participation rate | 74.1% | 73.5%+0.6pp | 77.1%-3.0pp | 69.6%+4.4pp |
| Annual return | 20.62% | 19.37%+1.2pp | 91.61%-71.0pp | 31.71%-11.1pp |
| Employer contribution / active EE | $931 | $1,945-52.2% | $2,541-63.4% | $2,471-62.3% |
| Participant deferral / active EE | $5,780 | $3,440+68.0% | $4,167+38.7% | $3,740+54.5% |
| Admin fee / account holder | $5,911 | $5,622+5.1% | $6,795-13.0% | $5,306+11.4% |