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 | $180,376 | $95,453+89.0% | $112,040+61.0% | $82,448+118.8% |
| Participation rate | 70.6% | 72.8%-2.2pp | 76.5%-5.9pp | 68.1%+2.5pp |
| Annual return | 13.62% | 23.92%-10.3pp | 24.52%-10.9pp | 41.64%-28.0pp |
| Employer contribution / active EE | $3,450 | $2,318+48.9% | $2,954+16.8% | $2,551+35.3% |
| Participant deferral / active EE | $8,394 | $4,224+98.7% | $5,098+64.7% | $4,139+102.8% |
| Admin fee / account holder | $14,543 | $9,013+61.3% | $12,098+20.2% | $7,234+101.0% |