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 | $154,806 | $80,968+91.2% | $96,544+60.3% | $75,163+106.0% |
| Participation rate | 75.0% | 71.8%+3.2pp | 76.0%-1.0pp | 67.2%+7.8pp |
| Annual return | 15.82% | 27.06%-11.2pp | 25.84%-10.0pp | 160.62%-144.8pp |
| Employer contribution / active EE | $1,296 | $2,282-43.2% | $2,965-56.3% | $2,670-51.5% |
| Participant deferral / active EE | $7,264 | $3,928+84.9% | $4,851+49.8% | $4,125+76.1% |
| Admin fee / account holder | $4,894 | $6,724-27.2% | $8,252-40.7% | $5,651-13.4% |