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 | $154,551 | $95,803+61.3% | $113,168+36.6% | $84,808+82.2% |
| Participation rate | 88.9% | 72.9%+16.0pp | 76.6%+12.3pp | 68.3%+20.6pp |
| Annual return | 13.82% | 25.00%-11.2pp | 24.27%-10.4pp | 40.90%-27.1pp |
| Employer contribution / active EE | $2,624 | $2,360+11.2% | $2,975-11.8% | $2,631-0.3% |
| Participant deferral / active EE | $8,809 | $4,242+107.7% | $5,107+72.5% | $4,212+109.2% |
| Admin fee / account holder | $6,311 | $8,989-29.8% | $12,068-47.7% | $7,344-14.1% |