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 | $160,781 | $81,248+97.9% | $155,509+3.4% | $80,856+98.8% |
| Participation rate | 75.0% | 66.2%+8.8pp | 78.2%-3.2pp | 67.6%+7.4pp |
| Annual return | 13.10% | 33.31%-20.2pp | 64.67%-51.6pp | 35.59%-22.5pp |
| Employer contribution / active EE | $2,115 | $3,100-31.8% | $4,672-54.7% | $2,755-23.2% |
| Participant deferral / active EE | $6,021 | $3,452+74.4% | $5,626+7.0% | $4,296+40.2% |
| Admin fee / account holder | $9,243 | $7,997+15.6% | $15,912-41.9% | $6,918+33.6% |