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 | $171,210 | $153,772+11.3% | $133,980+27.8% | $273,961-37.5% |
| Participation rate | 90.9% | 88.4%+2.5pp | 87.1%+3.8pp | 83.0%+7.9pp |
| Annual return | 12.32% | 36.51%-24.2pp | 29.30%-17.0pp | 41.45%-29.1pp |
| Employer contribution / active EE | $8,116 | $6,029+34.6% | $5,211+55.7% | $4,869+66.7% |
| Participant deferral / active EE | $18,470 | $6,958+165.4% | $6,282+194.0% | $5,287+249.3% |
| Admin fee / account holder | $364 | $11,765-96.9% | $9,324-96.1% | $10,132-96.4% |