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 | $144,459 | $106,584+35.5% | $101,326+42.6% | $142,382+1.5% |
| Participation rate | 89.5% | 82.7%+6.8pp | 81.5%+8.0pp | 80.1%+9.4pp |
| Annual return | 13.71% | 36.93%-23.2pp | 36.82%-23.1pp | 217.08%-203.4pp |
| Employer contribution / active EE | $460 | $3,956-88.4% | $3,665-87.5% | $4,299-89.3% |
| Participant deferral / active EE | $3,240 | $8,297-60.9% | $7,994-59.5% | $6,507-50.2% |
| Admin fee / account holder | $6,231 | $11,446-45.6% | $11,185-44.3% | $12,624-50.6% |