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 | $202,873 | $95,803+111.8% | $113,168+79.3% | $84,808+139.2% |
| Participation rate | 84.0% | 72.9%+11.1pp | 76.6%+7.4pp | 68.3%+15.7pp |
| Annual return | 14.01% | 25.00%-11.0pp | 24.27%-10.3pp | 40.90%-26.9pp |
| Employer contribution / active EE | $1,176 | $2,360-50.2% | $2,975-60.5% | $2,631-55.3% |
| Participant deferral / active EE | $2,971 | $4,242-30.0% | $5,107-41.8% | $4,212-29.4% |
| Admin fee / account holder | $6,653 | $8,989-26.0% | $12,068-44.9% | $7,344-9.4% |