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 | $139,949 | $80,673+73.5% | $101,326+38.1% | $84,808+65.0% |
| Participation rate | 87.2% | 77.8%+9.4pp | 81.5%+5.7pp | 68.3%+18.9pp |
| Annual return | 17.57% | 38.95%-21.4pp | 36.82%-19.3pp | 40.90%-23.3pp |
| Employer contribution / active EE | $3,237 | $2,698+20.0% | $3,665-11.7% | $2,631+23.0% |
| Participant deferral / active EE | $11,247 | $6,840+64.4% | $7,994+40.7% | $4,212+167.0% |
| Admin fee / account holder | $11,241 | $12,784-12.1% | $11,185+0.5% | $7,344+53.1% |