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 | $154,421 | $95,266+62.1% | $82,389+87.4% | $142,382+8.5% |
| Participation rate | 95.7% | 74.5%+21.2pp | 69.5%+26.1pp | 80.1%+15.5pp |
| Annual return | 15.70% | 25.74%-10.0pp | 28.67%-13.0pp | 217.08%-201.4pp |
| Employer contribution / active EE | $2,627 | $2,991-12.2% | $2,517+4.4% | $4,299-38.9% |
| Participant deferral / active EE | $4,591 | $4,809-4.5% | $4,155+10.5% | $6,507-29.4% |
| Admin fee / account holder | $5,663 | $8,563-33.9% | $7,231-21.7% | $12,624-55.1% |