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 | $114,372 | $148,978-23.2% | $200,582-43.0% | $84,808+34.9% |
| Participation rate | 89.7% | 84.2%+5.4pp | 86.9%+2.8pp | 68.3%+21.3pp |
| Annual return | 19.84% | 28.16%-8.3pp | 42.33%-22.5pp | 40.90%-21.1pp |
| Employer contribution / active EE | $3,078 | $4,815-36.1% | $6,419-52.0% | $2,631+17.0% |
| Participant deferral / active EE | $14,979 | $7,142+109.7% | $9,331+60.5% | $4,212+255.7% |
| Admin fee / account holder | $3,173 | $13,977-77.3% | $16,305-80.5% | $7,344-56.8% |