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 | $174,137 | $97,744+78.2% | $103,476+68.3% | $145,922+19.3% |
| Participation rate | 85.7% | 81.1%+4.6pp | 80.5%+5.2pp | 80.3%+5.4pp |
| Annual return | 16.00% | 25.41%-9.4pp | 23.90%-7.9pp | 561.29%-545.3pp |
| Employer contribution / active EE | $3,457 | $4,677-26.1% | $4,672-26.0% | $4,660-25.8% |
| Participant deferral / active EE | $6,897 | $6,603+4.4% | $6,623+4.1% | $6,688+3.1% |
| Admin fee / account holder | $10,032 | $12,515-19.8% | $9,413+6.6% | $13,397-25.1% |