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 | $156,847 | $106,584+47.2% | $101,326+54.8% | $142,382+10.2% |
| Participation rate | 72.7% | 82.7%-10.0pp | 81.5%-8.8pp | 80.1%-7.4pp |
| Annual return | 21.75% | 36.93%-15.2pp | 36.82%-15.1pp | 217.08%-195.3pp |
| Employer contribution / active EE | $5,822 | $3,956+47.2% | $3,665+58.8% | $4,299+35.4% |
| Participant deferral / active EE | $15,658 | $8,297+88.7% | $7,994+95.9% | $6,507+140.6% |
| Admin fee / account holder | $577 | $11,446-95.0% | $11,185-94.8% | $12,624-95.4% |