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 | $166,160 | $109,881+51.2% | $150,045+10.7% | $84,808+95.9% |
| Participation rate | 75.8% | 76.1%-0.3pp | 82.3%-6.6pp | 68.3%+7.4pp |
| Annual return | 14.40% | 28.25%-13.8pp | 62.55%-48.1pp | 40.90%-26.5pp |
| Employer contribution / active EE | $2,659 | $3,561-25.3% | $4,693-43.3% | $2,631+1.1% |
| Participant deferral / active EE | $7,549 | $6,636+13.8% | $7,997-5.6% | $4,212+79.2% |
| Admin fee / account holder | $2,262 | $8,568-73.6% | $13,435-83.2% | $7,344-69.2% |