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 | $173,120 | $93,571+85.0% | $135,903+27.4% | $75,163+130.3% |
| Participation rate | 88.5% | 75.2%+13.3pp | 81.9%+6.6pp | 67.2%+21.3pp |
| Annual return | 23.40% | 30.90%-7.5pp | 68.23%-44.8pp | 160.62%-137.2pp |
| Employer contribution / active EE | $3,300 | $3,537-6.7% | $4,856-32.0% | $2,670+23.6% |
| Participant deferral / active EE | $7,228 | $6,404+12.9% | $7,758-6.8% | $4,125+75.2% |
| Admin fee / account holder | $2,658 | $6,975-61.9% | $10,762-75.3% | $5,651-53.0% |