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 7-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 | $136,415 | $99,341+37.3% | $84,750+61.0% | $273,961-50.2% |
| Participation rate | 86.7% | 80.7%+6.0pp | 76.6%+10.1pp | 83.0%+3.7pp |
| Annual return | 7.59% | 22.93%-15.3pp | 22.78%-15.2pp | 41.45%-33.9pp |
| Employer contribution / active EE | $0 | $4,214-100.0% | $3,574-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $10,382 | $4,269+143.2% | $3,712+179.7% | $5,287+96.4% |
| Admin fee / account holder | $17,707 | $6,644+166.5% | $5,332+232.1% | $10,132+74.8% |