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 9-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 | $154,725 | $86,929+78.0% | $102,423+51.1% | $80,856+91.4% |
| Participation rate | 71.9% | 72.4%-0.4pp | 76.5%-4.6pp | 67.6%+4.3pp |
| Annual return | 22.84% | 18.88%+4.0pp | 29.32%-6.5pp | 35.59%-12.8pp |
| Employer contribution / active EE | $3,652 | $2,369+54.1% | $3,023+20.8% | $2,755+32.6% |
| Participant deferral / active EE | $8,632 | $4,118+109.6% | $5,053+70.8% | $4,296+101.0% |
| Admin fee / account holder | $10,203 | $8,049+26.8% | $9,451+8.0% | $6,918+47.5% |