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 | $181,064 | $105,630+71.4% | $87,507+106.9% | $273,961-33.9% |
| Participation rate | 84.2% | 78.2%+6.0pp | 73.8%+10.4pp | 83.0%+1.2pp |
| Annual return | 4.82% | 12.25%-7.4pp | 12.21%-7.4pp | 41.45%-36.6pp |
| Employer contribution / active EE | $0 | $3,141-100.0% | $2,550-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $2,602 | $3,601-27.7% | $3,149-17.4% | $5,287-50.8% |
| Admin fee / account holder | $9,663 | $4,781+102.1% | $4,221+129.0% | $10,132-4.6% |