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 | $167,392 | $125,758+33.1% | $169,993-1.5% | $75,163+122.7% |
| Participation rate | 82.7% | 83.6%-0.9pp | 87.0%-4.3pp | 67.2%+15.5pp |
| Annual return | 28.79% | 27.20%+1.6pp | 53.37%-24.6pp | 160.62%-131.8pp |
| Employer contribution / active EE | $3,384 | $4,615-26.7% | $6,785-50.1% | $2,670+26.7% |
| Participant deferral / active EE | $12,948 | $6,837+89.4% | $10,408+24.4% | $4,125+213.9% |
| Admin fee / account holder | $11,694 | $8,173+43.1% | $12,815-8.7% | $5,651+106.9% |