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 | $179,857 | $67,606+166.0% | $82,313+118.5% | $70,131+156.5% |
| Participation rate | 74.2% | 72.8%+1.4pp | 76.9%-2.7pp | 69.5%+4.7pp |
| Annual return | 17.76% | 21.57%-3.8pp | 25.88%-8.1pp | 73.14%-55.4pp |
| Employer contribution / active EE | $1,796 | $1,755+2.3% | $2,428-26.1% | $2,342-23.3% |
| Participant deferral / active EE | $8,862 | $2,987+196.7% | $3,706+139.1% | $3,332+166.0% |
| Admin fee / account holder | $17,116 | $4,512+279.3% | $5,608+205.2% | $4,645+268.5% |