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 | $161,302 | $65,685+145.6% | $57,179+182.1% | $273,961-41.1% |
| Participation rate | 77.8% | 78.3%-0.6pp | 75.3%+2.4pp | 83.0%-5.2pp |
| Annual return | 4.22% | 21.99%-17.8pp | 14.59%-10.4pp | 41.45%-37.2pp |
| Employer contribution / active EE | $7,707 | $3,279+135.1% | $2,682+187.3% | $4,869+58.3% |
| Participant deferral / active EE | $5,349 | $3,782+41.4% | $3,096+72.8% | $5,287+1.2% |
| Admin fee / account holder | $9,756 | $4,835+101.8% | $3,139+210.8% | $10,132-3.7% |