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 | $165,466 | $90,503+82.8% | $78,689+110.3% | $273,961-39.6% |
| Participation rate | 80.0% | 76.5%+3.5pp | 73.6%+6.4pp | 83.0%-3.0pp |
| Annual return | 6.54% | 75.60%-69.1pp | 62.18%-55.6pp | 41.45%-34.9pp |
| Employer contribution / active EE | $9,108 | $3,176+186.8% | $2,851+219.5% | $4,869+87.1% |
| Participant deferral / active EE | $7,865 | $3,901+101.6% | $3,517+123.6% | $5,287+48.8% |
| Admin fee / account holder | $1,258 | $5,263-76.1% | $4,510-72.1% | $10,132-87.6% |