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 | $162,620 | $123,793+31.4% | $177,821-8.5% | $79,858+103.6% |
| Participation rate | 84.4% | 84.7%-0.3pp | 87.7%-3.3pp | 69.6%+14.7pp |
| Annual return | 22.30% | 22.82%-0.5pp | 48.32%-26.0pp | 31.71%-9.4pp |
| Employer contribution / active EE | $5,904 | $4,095+44.2% | $5,918-0.2% | $2,471+138.9% |
| Participant deferral / active EE | $10,201 | $5,956+71.3% | $7,714+32.2% | $3,740+172.8% |
| Admin fee / account holder | $8,673 | $7,243+19.8% | $12,427-30.2% | $5,306+63.4% |