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 | $173,429 | $109,881+57.8% | $150,045+15.6% | $84,808+104.5% |
| Participation rate | 76.9% | 76.1%+0.8pp | 82.3%-5.4pp | 68.3%+8.6pp |
| Annual return | 16.22% | 28.25%-12.0pp | 62.55%-46.3pp | 40.90%-24.7pp |
| Employer contribution / active EE | $4,592 | $3,561+28.9% | $4,693-2.2% | $2,631+74.5% |
| Participant deferral / active EE | $7,589 | $6,636+14.4% | $7,997-5.1% | $4,212+80.2% |
| Admin fee / account holder | $2,046 | $8,568-76.1% | $13,435-84.8% | $7,344-72.1% |