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 | $165,811 | $65,395+153.6% | $182,532-9.2% | $72,985+127.2% |
| Participation rate | 75.0% | 65.4%+9.6pp | 78.0%-3.0pp | 69.5%+5.5pp |
| Annual return | 21.02% | 27.68%-6.7pp | 148.54%-127.5pp | 81.00%-60.0pp |
| Employer contribution / active EE | $2,674 | $1,911+39.9% | $4,076-34.4% | $2,440+9.6% |
| Participant deferral / active EE | $7,879 | $3,563+121.1% | $5,524+42.6% | $3,607+118.4% |
| Admin fee / account holder | $1,436 | $4,245-66.2% | $8,592-83.3% | $5,124-72.0% |