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 | $138,849 | $57,016+143.5% | $84,966+63.4% | $80,856+71.7% |
| Participation rate | 70.3% | 56.3%+13.9pp | 67.5%+2.8pp | 67.6%+2.6pp |
| Annual return | 17.79% | 21.66%-3.9pp | 66.38%-48.6pp | 35.59%-17.8pp |
| Employer contribution / active EE | $6,571 | $1,798+265.5% | $2,727+141.0% | $2,755+138.5% |
| Participant deferral / active EE | $10,370 | $3,110+233.5% | $4,519+129.5% | $4,296+141.4% |
| Admin fee / account holder | $12,099 | $4,980+142.9% | $6,149+96.8% | $6,918+74.9% |