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 6-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 | $163,823 | $80,717+103.0% | $154,803+5.8% | $84,808+93.2% |
| Participation rate | 79.3% | 66.8%+12.5pp | 78.1%+1.2pp | 68.3%+11.0pp |
| Annual return | 16.50% | 37.96%-21.5pp | 58.88%-42.4pp | 40.90%-24.4pp |
| Employer contribution / active EE | $3,060 | $2,761+10.8% | $4,305-28.9% | $2,631+16.3% |
| Participant deferral / active EE | $6,500 | $3,303+96.8% | $5,540+17.3% | $4,212+54.3% |
| Admin fee / account holder | $1,745 | $6,746-74.1% | $14,329-87.8% | $7,344-76.2% |