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 | $161,118 | $93,571+72.2% | $135,903+18.6% | $75,163+114.4% |
| Participation rate | 85.4% | 75.2%+10.2pp | 81.9%+3.5pp | 67.2%+18.2pp |
| Annual return | 22.56% | 30.90%-8.3pp | 68.23%-45.7pp | 160.62%-138.1pp |
| Employer contribution / active EE | $4,064 | $3,537+14.9% | $4,856-16.3% | $2,670+52.2% |
| Participant deferral / active EE | $8,797 | $6,404+37.4% | $7,758+13.4% | $4,125+113.2% |
| Admin fee / account holder | $3,776 | $6,975-45.9% | $10,762-64.9% | $5,651-33.2% |