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 | $159,510 | $99,341+60.6% | $84,750+88.2% | $273,961-41.8% |
| Participation rate | 87.0% | 80.7%+6.3pp | 76.6%+10.4pp | 83.0%+3.9pp |
| Annual return | 5.91% | 22.93%-17.0pp | 22.78%-16.9pp | 41.45%-35.5pp |
| Employer contribution / active EE | $3,946 | $4,214-6.4% | $3,574+10.4% | $4,869-19.0% |
| Participant deferral / active EE | $7,578 | $4,269+77.5% | $3,712+104.2% | $5,287+43.3% |
| Admin fee / account holder | $2,016 | $6,644-69.7% | $5,332-62.2% | $10,132-80.1% |