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 4-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 | $139,778 | $88,583+57.8% | $88,497+57.9% | $273,961-49.0% |
| Participation rate | 92.9% | 83.5%+9.4pp | 82.4%+10.5pp | 83.0%+9.8pp |
| Annual return | 6.89% | 5.68%+1.2pp | 7.63%-0.7pp | 41.45%-34.6pp |
| Employer contribution / active EE | $5,082 | $4,502+12.9% | $4,036+25.9% | $4,869+4.4% |
| Participant deferral / active EE | $6,811 | $4,891+39.2% | $4,899+39.0% | $5,287+28.8% |
| Admin fee / account holder | $2,228 | $8,980-75.2% | $6,220-64.2% | $10,132-78.0% |