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 | $172,030 | $80,968+112.5% | $96,544+78.2% | $75,163+128.9% |
| Participation rate | 81.5% | 71.8%+9.7pp | 76.0%+5.5pp | 67.2%+14.3pp |
| Annual return | 16.80% | 27.06%-10.3pp | 25.84%-9.0pp | 160.62%-143.8pp |
| Employer contribution / active EE | $1,439 | $2,282-36.9% | $2,965-51.5% | $2,670-46.1% |
| Participant deferral / active EE | $5,132 | $3,928+30.6% | $4,851+5.8% | $4,125+24.4% |
| Admin fee / account holder | $23,011 | $6,724+242.2% | $8,252+178.8% | $5,651+307.2% |