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 | $196,311 | $93,571+109.8% | $135,903+44.4% | $75,163+161.2% |
| Participation rate | 90.0% | 75.2%+14.8pp | 81.9%+8.1pp | 67.2%+22.8pp |
| Annual return | 19.56% | 30.90%-11.3pp | 68.23%-48.7pp | 160.62%-141.1pp |
| Employer contribution / active EE | $2,578 | $3,537-27.1% | $4,856-46.9% | $2,670-3.4% |
| Participant deferral / active EE | $5,805 | $6,404-9.3% | $7,758-25.2% | $4,125+40.7% |
| Admin fee / account holder | $9,044 | $6,975+29.7% | $10,762-16.0% | $5,651+60.0% |