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 | $201,062 | $135,952+47.9% | $123,892+62.3% | $273,961-26.6% |
| Participation rate | 70.0% | 84.1%-14.1pp | 81.4%-11.4pp | 83.0%-13.0pp |
| Annual return | 11.56% | 56.63%-45.1pp | 47.52%-36.0pp | 41.45%-29.9pp |
| Employer contribution / active EE | $1,601 | $5,170-69.0% | $4,617-65.3% | $4,869-67.1% |
| Participant deferral / active EE | $8,816 | $6,343+39.0% | $5,984+47.3% | $5,287+66.7% |
| Admin fee / account holder | $2,414 | $9,817-75.4% | $8,357-71.1% | $10,132-76.2% |