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 | $175,084 | $107,452+62.9% | $91,541+91.3% | $142,382+23.0% |
| Participation rate | 71.4% | 75.1%-3.6pp | 69.8%+1.7pp | 80.1%-8.7pp |
| Annual return | 11.40% | 22.06%-10.7pp | 20.50%-9.1pp | 217.08%-205.7pp |
| Employer contribution / active EE | $2,026 | $2,994-32.3% | $2,505-19.1% | $4,299-52.9% |
| Participant deferral / active EE | $3,532 | $4,754-25.7% | $4,008-11.9% | $6,507-45.7% |
| Admin fee / account holder | $374 | $8,834-95.8% | $6,956-94.6% | $12,624-97.0% |