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 | $170,934 | $83,477+104.8% | $125,175+36.6% | $72,985+134.2% |
| Participation rate | 93.9% | 73.3%+20.6pp | 79.8%+14.2pp | 69.5%+24.5pp |
| Annual return | 18.39% | 25.78%-7.4pp | 43.79%-25.4pp | 81.00%-62.6pp |
| Employer contribution / active EE | $2,211 | $2,345-5.7% | $3,865-42.8% | $2,440-9.4% |
| Participant deferral / active EE | $6,927 | $3,585+93.2% | $4,937+40.3% | $3,607+92.0% |
| Admin fee / account holder | $5,128 | $5,517-7.1% | $9,702-47.1% | $5,124+0.1% |