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 | $154,507 | $99,341+55.5% | $84,750+82.3% | $273,961-43.6% |
| Participation rate | 86.4% | 80.7%+5.7pp | 76.6%+9.8pp | 83.0%+3.3pp |
| Annual return | 15.34% | 22.93%-7.6pp | 22.78%-7.4pp | 41.45%-26.1pp |
| Employer contribution / active EE | $2,742 | $4,214-34.9% | $3,574-23.3% | $4,869-43.7% |
| Participant deferral / active EE | $5,437 | $4,269+27.3% | $3,712+46.5% | $5,287+2.8% |
| Admin fee / account holder | $7,009 | $6,644+5.5% | $5,332+31.4% | $10,132-30.8% |