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 | $123,398 | $96,557+27.8% | $80,975+52.4% | $273,961-55.0% |
| Participation rate | 75.0% | 79.1%-4.1pp | 75.8%-0.8pp | 83.0%-8.0pp |
| Annual return | 6.37% | 15.14%-8.8pp | 17.10%-10.7pp | 41.45%-35.1pp |
| Employer contribution / active EE | $2,080 | $4,868-57.3% | $3,714-44.0% | $4,869-57.3% |
| Participant deferral / active EE | $9,386 | $6,598+42.3% | $5,696+64.8% | $5,287+77.5% |
| Admin fee / account holder | $3,201 | $7,492-57.3% | $5,516-42.0% | $10,132-68.4% |