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 | $139,747 | $60,892+129.5% | $82,389+69.6% | $84,808+64.8% |
| Participation rate | 86.2% | 63.3%+22.9pp | 69.5%+16.7pp | 68.3%+17.9pp |
| Annual return | 17.08% | 37.29%-20.2pp | 28.67%-11.6pp | 40.90%-23.8pp |
| Employer contribution / active EE | $2,310 | $1,779+29.8% | $2,517-8.2% | $2,631-12.2% |
| Participant deferral / active EE | $11,039 | $3,179+247.3% | $4,155+165.7% | $4,212+162.1% |
| Admin fee / account holder | $2,023 | $5,467-63.0% | $7,231-72.0% | $7,344-72.5% |