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 | $142,864 | $74,927+90.7% | $101,794+40.3% | $84,808+68.5% |
| Participation rate | 75.0% | 61.4%+13.6pp | 69.2%+5.8pp | 68.3%+6.7pp |
| Annual return | 17.17% | 18.70%-1.5pp | 30.53%-13.4pp | 40.90%-23.7pp |
| Employer contribution / active EE | $808 | $1,522-46.9% | $2,289-64.7% | $2,631-69.3% |
| Participant deferral / active EE | $2,567 | $3,099-17.2% | $4,084-37.1% | $4,212-39.0% |
| Admin fee / account holder | $1,277 | $6,514-80.4% | $8,777-85.4% | $7,344-82.6% |