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 | $134,994 | $101,724+32.7% | $164,813-18.1% | $80,856+67.0% |
| Participation rate | 72.7% | 71.8%+0.9pp | 78.6%-5.9pp | 67.6%+5.1pp |
| Annual return | 19.79% | 16.72%+3.1pp | 69.93%-50.1pp | 35.59%-15.8pp |
| Employer contribution / active EE | $1,088 | $2,953-63.1% | $4,341-74.9% | $2,755-60.5% |
| Participant deferral / active EE | $7,354 | $4,477+64.2% | $6,031+21.9% | $4,296+71.2% |
| Admin fee / account holder | $736 | $8,227-91.1% | $12,690-94.2% | $6,918-89.4% |