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 | $161,335 | $99,341+62.4% | $84,750+90.4% | $273,961-41.1% |
| Participation rate | 71.4% | 80.7%-9.3pp | 76.6%-5.2pp | 83.0%-11.6pp |
| Annual return | 7.98% | 22.93%-14.9pp | 22.78%-14.8pp | 41.45%-33.5pp |
| Employer contribution / active EE | $2,867 | $4,214-32.0% | $3,574-19.8% | $4,869-41.1% |
| Participant deferral / active EE | $6,309 | $4,269+47.8% | $3,712+70.0% | $5,287+19.3% |
| Admin fee / account holder | $2,461 | $6,644-63.0% | $5,332-53.8% | $10,132-75.7% |