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 | $149,396 | $81,248+83.9% | $155,509-3.9% | $80,856+84.8% |
| Participation rate | 80.8% | 66.2%+14.5pp | 78.2%+2.6pp | 67.6%+13.1pp |
| Annual return | 21.97% | 33.31%-11.3pp | 64.67%-42.7pp | 35.59%-13.6pp |
| Employer contribution / active EE | $2,411 | $3,100-22.2% | $4,672-48.4% | $2,755-12.5% |
| Participant deferral / active EE | $3,785 | $3,452+9.7% | $5,626-32.7% | $4,296-11.9% |
| Admin fee / account holder | $4,639 | $7,997-42.0% | $15,912-70.8% | $6,918-32.9% |