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 | $154,249 | $81,248+89.8% | $155,509-0.8% | $80,856+90.8% |
| Participation rate | 76.0% | 66.2%+9.8pp | 78.2%-2.2pp | 67.6%+8.4pp |
| Annual return | 15.63% | 33.31%-17.7pp | 64.67%-49.0pp | 35.59%-20.0pp |
| Employer contribution / active EE | $4,289 | $3,100+38.3% | $4,672-8.2% | $2,755+55.7% |
| Participant deferral / active EE | $8,554 | $3,452+147.8% | $5,626+52.0% | $4,296+99.1% |
| Admin fee / account holder | $20,962 | $7,997+162.1% | $15,912+31.7% | $6,918+203.0% |