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 | $143,604 | $78,422+83.1% | $95,952+49.7% | $79,858+79.8% |
| Participation rate | 70.5% | 73.5%-3.0pp | 77.1%-6.6pp | 69.6%+0.8pp |
| Annual return | 27.12% | 19.37%+7.7pp | 91.61%-64.5pp | 31.71%-4.6pp |
| Employer contribution / active EE | $2,147 | $1,945+10.4% | $2,541-15.5% | $2,471-13.1% |
| Participant deferral / active EE | $2,778 | $3,440-19.2% | $4,167-33.3% | $3,740-25.7% |
| Admin fee / account holder | $2,428 | $5,622-56.8% | $6,795-64.3% | $5,306-54.3% |