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 | $137,136 | $96,557+42.0% | $80,975+69.4% | $273,961-49.9% |
| Participation rate | 87.5% | 79.1%+8.4pp | 75.8%+11.7pp | 83.0%+4.5pp |
| Annual return | 3.87% | 15.14%-11.3pp | 17.10%-13.2pp | 41.45%-37.6pp |
| Employer contribution / active EE | $3,400 | $4,868-30.2% | $3,714-8.5% | $4,869-30.2% |
| Participant deferral / active EE | $6,980 | $6,598+5.8% | $5,696+22.5% | $5,287+32.0% |
| Admin fee / account holder | $8,898 | $7,492+18.8% | $5,516+61.3% | $10,132-12.2% |