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 | $132,331 | $73,933+79.0% | $96,683+36.9% | $75,163+76.1% |
| Participation rate | 92.3% | 66.4%+25.9pp | 74.3%+18.0pp | 67.2%+25.1pp |
| Annual return | 15.27% | 26.70%-11.4pp | 35.69%-20.4pp | 160.62%-145.4pp |
| Employer contribution / active EE | $1,102 | $2,928-62.4% | $3,737-70.5% | $2,670-58.7% |
| Participant deferral / active EE | $5,224 | $3,659+42.8% | $4,878+7.1% | $4,125+26.6% |
| Admin fee / account holder | $3,906 | $5,216-25.1% | $6,730-42.0% | $5,651-30.9% |