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 | $131,268 | $86,929+51.0% | $102,423+28.2% | $80,856+62.3% |
| Participation rate | 82.9% | 72.4%+10.5pp | 76.5%+6.4pp | 67.6%+15.2pp |
| Annual return | 12.46% | 18.88%-6.4pp | 29.32%-16.9pp | 35.59%-23.1pp |
| Employer contribution / active EE | $1,876 | $2,369-20.8% | $3,023-37.9% | $2,755-31.9% |
| Participant deferral / active EE | $10,042 | $4,118+143.8% | $5,053+98.7% | $4,296+133.8% |
| Admin fee / account holder | $4,291 | $8,049-46.7% | $9,451-54.6% | $6,918-38.0% |