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 | $152,966 | $78,672+94.4% | $109,143+40.2% | $85,850+78.2% |
| Participation rate | 73.1% | 68.3%+4.8pp | 75.9%-2.8pp | 69.3%+3.8pp |
| Annual return | 36.40% | 25.09%+11.3pp | 25.75%+10.6pp | 318.53%-282.1pp |
| Employer contribution / active EE | $1,773 | $2,735-35.2% | $3,722-52.4% | $2,565-30.9% |
| Participant deferral / active EE | $5,596 | $3,467+61.4% | $4,653+20.3% | $3,952+41.6% |
| Admin fee / account holder | $1,684 | $5,469-69.2% | $6,752-75.1% | $6,260-73.1% |