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 | $227,152 | $153,772+47.7% | $133,980+69.5% | $273,961-17.1% |
| Participation rate | 75.0% | 88.4%-13.4pp | 87.1%-12.1pp | 83.0%-8.0pp |
| Annual return | 6.09% | 36.51%-30.4pp | 29.30%-23.2pp | 41.45%-35.4pp |
| Employer contribution / active EE | $10,993 | $6,029+82.3% | $5,211+110.9% | $4,869+125.8% |
| Participant deferral / active EE | $7,738 | $6,958+11.2% | $6,282+23.2% | $5,287+46.4% |
| Admin fee / account holder | $1,739 | $11,765-85.2% | $9,324-81.4% | $10,132-82.8% |