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 | $178,675 | $106,584+67.6% | $101,326+76.3% | $142,382+25.5% |
| Participation rate | 75.0% | 82.7%-7.7pp | 81.5%-6.5pp | 80.1%-5.1pp |
| Annual return | 18.03% | 36.93%-18.9pp | 36.82%-18.8pp | 217.08%-199.0pp |
| Employer contribution / active EE | $2,930 | $3,956-25.9% | $3,665-20.1% | $4,299-31.8% |
| Participant deferral / active EE | $9,145 | $8,297+10.2% | $7,994+14.4% | $6,507+40.5% |
| Admin fee / account holder | $2,471 | $11,446-78.4% | $11,185-77.9% | $12,624-80.4% |