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 | $144,974 | $70,475+105.7% | $100,516+44.2% | $79,858+81.5% |
| Participation rate | 75.8% | 73.7%+2.1pp | 79.4%-3.6pp | 69.6%+6.1pp |
| Annual return | 12.65% | 21.90%-9.2pp | 30.89%-18.2pp | 31.71%-19.1pp |
| Employer contribution / active EE | $2,247 | $2,165+3.8% | $3,418-34.3% | $2,471-9.1% |
| Participant deferral / active EE | $3,256 | $5,181-37.2% | $6,270-48.1% | $3,740-13.0% |
| Admin fee / account holder | $6,609 | $4,478+47.6% | $8,081-18.2% | $5,306+24.6% |