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 | $178,520 | $138,347+29.0% | $184,203-3.1% | $80,856+120.8% |
| Participation rate | 84.6% | 83.9%+0.7pp | 86.8%-2.2pp | 67.6%+17.0pp |
| Annual return | 15.10% | 20.02%-4.9pp | 28.81%-13.7pp | 35.59%-20.5pp |
| Employer contribution / active EE | $4,743 | $4,850-2.2% | $6,427-26.2% | $2,755+72.2% |
| Participant deferral / active EE | $10,375 | $7,071+46.7% | $9,131+13.6% | $4,296+141.5% |
| Admin fee / account holder | $611 | $10,483-94.2% | $13,901-95.6% | $6,918-91.2% |