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 | $169,891 | $99,341+71.0% | $84,750+100.5% | $273,961-38.0% |
| Participation rate | 95.5% | 80.7%+14.8pp | 76.6%+18.9pp | 83.0%+12.4pp |
| Annual return | 9.79% | 22.93%-13.1pp | 22.78%-13.0pp | 41.45%-31.7pp |
| Employer contribution / active EE | $10,392 | $4,214+146.6% | $3,574+190.8% | $4,869+113.5% |
| Participant deferral / active EE | $13,004 | $4,269+204.6% | $3,712+250.4% | $5,287+146.0% |
| Admin fee / account holder | $915 | $6,644-86.2% | $5,332-82.8% | $10,132-91.0% |