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 | $171,414 | $109,881+56.0% | $150,045+14.2% | $84,808+102.1% |
| Participation rate | 93.6% | 76.1%+17.5pp | 82.3%+11.3pp | 68.3%+25.3pp |
| Annual return | 22.21% | 28.25%-6.0pp | 62.55%-40.3pp | 40.90%-18.7pp |
| Employer contribution / active EE | $3,559 | $3,5610% | $4,693-24.2% | $2,631+35.3% |
| Participant deferral / active EE | $10,568 | $6,636+59.3% | $7,997+32.1% | $4,212+150.9% |
| Admin fee / account holder | $4,778 | $8,568-44.2% | $13,435-64.4% | $7,344-34.9% |