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 | $168,532 | $92,222+82.7% | $76,768+119.5% | $135,375+24.5% |
| Participation rate | 75.0% | 79.8%-4.8pp | 77.0%-2.0pp | 82.6%-7.6pp |
| Annual return | 6.27% | 5.46%+0.8pp | 2.43%+3.8pp | 519.73%-513.5pp |
| Employer contribution / active EE | $1,124 | $3,216-65.1% | $2,485-54.8% | $4,779-76.5% |
| Participant deferral / active EE | $8,569 | $4,509+90.1% | $3,852+122.5% | $5,609+52.8% |
| Admin fee / account holder | $768 | $10,748-92.9% | $6,675-88.5% | $10,827-92.9% |