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 | $244,662 | $148,978+64.2% | $200,582+22.0% | $84,808+188.5% |
| Participation rate | 81.0% | 84.2%-3.2pp | 86.9%-5.9pp | 68.3%+12.7pp |
| Annual return | 19.87% | 28.16%-8.3pp | 42.33%-22.5pp | 40.90%-21.0pp |
| Employer contribution / active EE | $3,944 | $4,815-18.1% | $6,419-38.6% | $2,631+49.9% |
| Participant deferral / active EE | $15,629 | $7,142+118.8% | $9,331+67.5% | $4,212+271.1% |
| Admin fee / account holder | $7,269 | $13,977-48.0% | $16,305-55.4% | $7,344-1.0% |