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 | $141,544 | $109,359+29.4% | $162,163-12.7% | $72,985+93.9% |
| Participation rate | 92.0% | 84.3%+7.7pp | 87.6%+4.4pp | 69.5%+22.5pp |
| Annual return | 23.75% | 25.46%-1.7pp | 115.59%-91.8pp | 81.00%-57.3pp |
| Employer contribution / active EE | $1,949 | $3,907-50.1% | $5,614-65.3% | $2,440-20.1% |
| Participant deferral / active EE | $4,707 | $5,481-14.1% | $7,298-35.5% | $3,607+30.5% |
| Admin fee / account holder | $9,931 | $7,972+24.6% | $10,843-8.4% | $5,124+93.8% |