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 | $148,647 | $87,135+70.6% | $206,214-27.9% | $116,875+27.2% |
| Participation rate | 97.0% | 76.8%+20.2pp | 82.4%+14.6pp | 74.5%+22.4pp |
| Annual return | 14.50% | 22.51%-8.0pp | -1.60%+16.1pp | 16.29%-1.8pp |
| Employer contribution / active EE | $2,997 | $3,046-1.6% | $5,967-49.8% | $3,288-8.8% |
| Participant deferral / active EE | $7,866 | $3,898+101.8% | $4,649+69.2% | $3,885+102.5% |
| Admin fee / account holder | $940 | $8,630-89.1% | $13,671-93.1% | $12,263-92.3% |