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 | $180,410 | $105,931+70.3% | $81,930+120.2% | $158,922+13.5% |
| Participation rate | 75.0% | 75.6%-0.6pp | 72.0%+3.0pp | 82.0%-7.0pp |
| Annual return | 17.96% | 38.17%-20.2pp | 29.49%-11.5pp | 302.83%-284.9pp |
| Employer contribution / active EE | $2,282 | $7,800-70.7% | $4,310-47.1% | $4,761-52.1% |
| Participant deferral / active EE | $8,242 | $13,003-36.6% | $7,107+16.0% | $5,982+37.8% |
| Admin fee / account holder | $1,055 | $8,489-87.6% | $5,158-79.5% | $11,246-90.6% |