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 | $138,041 | $80,717+71.0% | $154,803-10.8% | $84,808+62.8% |
| Participation rate | 71.1% | 66.8%+4.2pp | 78.1%-7.0pp | 68.3%+2.7pp |
| Annual return | 18.37% | 37.96%-19.6pp | 58.88%-40.5pp | 40.90%-22.5pp |
| Employer contribution / active EE | $2,817 | $2,761+2.0% | $4,305-34.6% | $2,631+7.1% |
| Participant deferral / active EE | $6,408 | $3,303+94.0% | $5,540+15.7% | $4,212+52.1% |
| Admin fee / account holder | $864 | $6,746-87.2% | $14,329-94.0% | $7,344-88.2% |