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 | $138,233 | $80,968+70.7% | $96,544+43.2% | $75,163+83.9% |
| Participation rate | 74.2% | 71.8%+2.4pp | 76.0%-1.8pp | 67.2%+7.0pp |
| Annual return | 15.40% | 27.06%-11.7pp | 25.84%-10.4pp | 160.62%-145.2pp |
| Employer contribution / active EE | $1,496 | $2,282-34.4% | $2,965-49.6% | $2,670-44.0% |
| Participant deferral / active EE | $2,602 | $3,928-33.8% | $4,851-46.4% | $4,125-36.9% |
| Admin fee / account holder | $2,051 | $6,724-69.5% | $8,252-75.1% | $5,651-63.7% |