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 | $137,396 | $81,460+68.7% | $103,333+33.0% | $80,856+69.9% |
| Participation rate | 74.4% | 66.8%+7.5pp | 74.5%-0.2pp | 67.6%+6.7pp |
| Annual return | 14.31% | 25.55%-11.2pp | 24.88%-10.6pp | 35.59%-21.3pp |
| Employer contribution / active EE | $2,219 | $3,105-28.5% | $3,868-42.6% | $2,755-19.4% |
| Participant deferral / active EE | $4,132 | $3,869+6.8% | $5,057-18.3% | $4,296-3.8% |
| Admin fee / account holder | $5,988 | $6,566-8.8% | $8,355-28.3% | $6,918-13.4% |