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 | $121,701 | $60,349+101.7% | $74,183+64.1% | $62,891+93.5% |
| Participation rate | 100.0% | 72.7%+27.3pp | 76.6%+23.4pp | 69.3%+30.7pp |
| Annual return | 5.87% | 21.37%-15.5pp | 17.74%-11.9pp | 20.14%-14.3pp |
| Employer contribution / active EE | $938 | $1,680-44.2% | $2,370-60.4% | $2,281-58.9% |
| Participant deferral / active EE | $1,382 | $2,856-51.6% | $3,550-61.1% | $3,203-56.9% |
| Admin fee / account holder | $6,735 | $4,261+58.1% | $5,586+20.6% | $4,296+56.8% |