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 | $136,953 | $98,240+39.4% | $82,313+66.4% | $147,584-7.2% |
| Participation rate | 95.0% | 79.7%+15.3pp | 76.9%+18.1pp | 82.8%+12.2pp |
| Annual return | 18.26% | 30.85%-12.6pp | 25.88%-7.6pp | 578.55%-560.3pp |
| Employer contribution / active EE | $3,057 | $3,192-4.2% | $2,428+25.9% | $4,876-37.3% |
| Participant deferral / active EE | $5,935 | $4,383+35.4% | $3,706+60.1% | $5,439+9.1% |
| Admin fee / account holder | $3,544 | $8,563-58.6% | $5,608-36.8% | $10,885-67.4% |