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 | $157,500 | $72,012+118.7% | $185,823-15.2% | $79,858+97.2% |
| Participation rate | 76.7% | 65.8%+10.9pp | 78.0%-1.4pp | 69.6%+7.0pp |
| Annual return | 13.46% | 23.12%-9.7pp | 35.95%-22.5pp | 31.71%-18.3pp |
| Employer contribution / active EE | $3,918 | $1,965+99.4% | $4,087-4.1% | $2,471+58.6% |
| Participant deferral / active EE | $6,325 | $3,779+67.4% | $5,632+12.3% | $3,740+69.1% |
| Admin fee / account holder | $10,827 | $4,513+139.9% | $9,500+14.0% | $5,306+104.0% |