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 | $179,754 | $70,428+155.2% | $96,562+86.2% | $85,850+109.4% |
| Participation rate | 90.3% | 61.8%+28.5pp | 69.8%+20.5pp | 69.3%+21.0pp |
| Annual return | 16.22% | 18.59%-2.4pp | 37.78%-21.6pp | 318.53%-302.3pp |
| Employer contribution / active EE | $1,429 | $1,413+1.1% | $2,356-39.4% | $2,565-44.3% |
| Participant deferral / active EE | $4,894 | $2,894+69.1% | $3,849+27.2% | $3,952+23.9% |
| Admin fee / account holder | $7,513 | $4,997+50.4% | $6,181+21.6% | $6,260+20.0% |