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 | $114,614 | $62,586+83.1% | $76,768+49.3% | $64,186+78.6% |
| Participation rate | 81.1% | 72.8%+8.3pp | 77.0%+4.1pp | 69.6%+11.5pp |
| Annual return | 9.20% | -1.95%+11.1pp | 2.43%+6.8pp | 7.63%+1.6pp |
| Employer contribution / active EE | $550 | $1,832-70.0% | $2,485-77.9% | $2,381-76.9% |
| Participant deferral / active EE | $4,331 | $3,145+37.7% | $3,852+12.4% | $3,470+24.8% |
| Admin fee / account holder | $3,127 | $4,667-33.0% | $6,675-53.2% | $4,888-36.0% |