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 | $158,020 | $125,758+25.7% | $169,993-7.0% | $75,163+110.2% |
| Participation rate | 97.1% | 83.6%+13.6pp | 87.0%+10.1pp | 67.2%+30.0pp |
| Annual return | 16.36% | 27.20%-10.8pp | 53.37%-37.0pp | 160.62%-144.3pp |
| Employer contribution / active EE | $5,806 | $4,615+25.8% | $6,785-14.4% | $2,670+117.5% |
| Participant deferral / active EE | $8,163 | $6,837+19.4% | $10,408-21.6% | $4,125+97.9% |
| Admin fee / account holder | $2,534 | $8,173-69.0% | $12,815-80.2% | $5,651-55.2% |