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 | $103,996 | $57,354+81.3% | $83,848+24.0% | $64,186+62.0% |
| Participation rate | 73.4% | 68.6%+4.8pp | 76.1%-2.7pp | 69.6%+3.9pp |
| Annual return | 3.00% | 11.38%-8.4pp | 850.88%-847.9pp | 7.63%-4.6pp |
| Employer contribution / active EE | $2,258 | $2,545-11.3% | $3,631-37.8% | $2,381-5.2% |
| Participant deferral / active EE | $4,847 | $2,993+61.9% | $4,082+18.7% | $3,470+39.7% |
| Admin fee / account holder | $5,406 | $4,046+33.6% | $5,478-1.3% | $4,888+10.6% |