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 | $188,193 | $99,341+89.4% | $84,750+122.1% | $273,961-31.3% |
| Participation rate | 88.2% | 80.7%+7.5pp | 76.6%+11.6pp | 83.0%+5.2pp |
| Annual return | 7.10% | 22.93%-15.8pp | 22.78%-15.7pp | 41.45%-34.4pp |
| Employer contribution / active EE | $9,457 | $4,214+124.4% | $3,574+164.6% | $4,869+94.2% |
| Participant deferral / active EE | $0 | $4,269-100.0% | $3,712-100.0% | $5,287-100.0% |
| Admin fee / account holder | $4,330 | $6,644-34.8% | $5,332-18.8% | $10,132-57.3% |