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 | $103,614 | $88,707+16.8% | $74,183+39.7% | $273,961-62.2% |
| Participation rate | 71.4% | 79.4%-8.0pp | 76.6%-5.2pp | 83.0%-11.6pp |
| Annual return | 7.31% | 11.94%-4.6pp | 17.74%-10.4pp | 41.45%-34.1pp |
| Employer contribution / active EE | $1,799 | $3,159-43.1% | $2,370-24.1% | $4,869-63.1% |
| Participant deferral / active EE | $7,036 | $4,212+67.1% | $3,550+98.2% | $5,287+33.1% |
| Admin fee / account holder | $689 | $8,717-92.1% | $5,586-87.7% | $10,132-93.2% |