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 6-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 | $186,330 | $77,896+139.2% | $134,172+38.9% | $82,448+126.0% |
| Participation rate | 81.5% | 62.8%+18.7pp | 72.5%+9.0pp | 68.1%+13.4pp |
| Annual return | 14.35% | 18.21%-3.9pp | 25.30%-10.9pp | 41.64%-27.3pp |
| Employer contribution / active EE | $2,254 | $2,159+4.4% | $3,420-34.1% | $2,551-11.7% |
| Participant deferral / active EE | $6,983 | $3,162+120.8% | $4,690+48.9% | $4,139+68.7% |
| Admin fee / account holder | $892 | $6,336-85.9% | $12,016-92.6% | $7,234-87.7% |