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 | $146,942 | $72,492+102.7% | $87,100+68.7% | $72,985+101.3% |
| Participation rate | 96.6% | 72.8%+23.7pp | 76.9%+19.7pp | 69.5%+27.1pp |
| Annual return | 25.52% | 24.46%+1.1pp | 28.19%-2.7pp | 81.00%-55.5pp |
| Employer contribution / active EE | $1,065 | $1,894-43.7% | $2,521-57.7% | $2,440-56.3% |
| Participant deferral / active EE | $7,906 | $3,270+141.8% | $4,049+95.3% | $3,607+119.2% |
| Admin fee / account holder | $2,705 | $5,055-46.5% | $7,497-63.9% | $5,124-47.2% |