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 | $132,143 | $87,037+51.8% | $106,201+24.4% | $80,874+63.4% |
| Participation rate | 82.5% | 70.4%+12.1pp | 75.3%+7.2pp | 67.6%+14.9pp |
| Annual return | 17.18% | 17.05%+0.1pp | 116.26%-99.1pp | 35.62%-18.4pp |
| Employer contribution / active EE | $0 | $2,396-100.0% | $3,170-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $5,911 | $3,986+48.3% | $5,012+17.9% | $4,297+37.6% |
| Admin fee / account holder | $846 | $8,434-90.0% | $11,039-92.3% | $6,935-87.8% |