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 | $132,142 | $95,453+38.4% | $112,040+17.9% | $82,448+60.3% |
| Participation rate | 78.9% | 72.8%+6.2pp | 76.5%+2.5pp | 68.1%+10.9pp |
| Annual return | 14.21% | 23.92%-9.7pp | 24.52%-10.3pp | 41.64%-27.4pp |
| Employer contribution / active EE | $4,257 | $2,318+83.7% | $2,954+44.1% | $2,551+66.9% |
| Participant deferral / active EE | $4,369 | $4,224+3.4% | $5,098-14.3% | $4,139+5.6% |
| Admin fee / account holder | $5,214 | $9,013-42.2% | $12,098-56.9% | $7,234-27.9% |