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 | $146,468 | $97,044+50.9% | $83,333+75.8% | $135,375+8.2% |
| Participation rate | 92.3% | 80.4%+11.9pp | 77.8%+14.5pp | 82.6%+9.7pp |
| Annual return | 16.60% | 12.31%+4.3pp | 10.63%+6.0pp | 519.73%-503.1pp |
| Employer contribution / active EE | $1,698 | $4,143-59.0% | $3,379-49.7% | $4,779-64.5% |
| Participant deferral / active EE | $5,511 | $5,964-7.6% | $5,565-1.0% | $5,609-1.7% |
| Admin fee / account holder | $1,604 | $8,380-80.9% | $7,510-78.6% | $10,827-85.2% |