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 | $157,222 | $80,968+94.2% | $96,544+62.9% | $75,163+109.2% |
| Participation rate | 73.3% | 71.8%+1.6pp | 76.0%-2.6pp | 67.2%+6.1pp |
| Annual return | 15.65% | 27.06%-11.4pp | 25.84%-10.2pp | 160.62%-145.0pp |
| Employer contribution / active EE | $2,352 | $2,282+3.1% | $2,965-20.7% | $2,670-11.9% |
| Participant deferral / active EE | $4,208 | $3,928+7.1% | $4,851-13.2% | $4,125+2.0% |
| Admin fee / account holder | $4,749 | $6,724-29.4% | $8,252-42.5% | $5,651-16.0% |