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 | $80,554 | $46,869+71.9% | $122,332-34.2% | $70,131+14.9% |
| Participation rate | 83.3% | 58.2%+25.1pp | 71.6%+11.7pp | 69.5%+13.8pp |
| Annual return | 18.12% | 24.22%-6.1pp | 30.27%-12.2pp | 73.14%-55.0pp |
| Employer contribution / active EE | $815 | $1,288-36.7% | $4,050-79.9% | $2,342-65.2% |
| Participant deferral / active EE | $5,279 | $2,166+143.7% | $3,287+60.6% | $3,332+58.4% |
| Admin fee / account holder | $771 | $3,322-76.8% | $5,478-85.9% | $4,645-83.4% |