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 | $145,913 | $25,014+483.3% | $69,647+109.5% | $80,856+80.5% |
| Participation rate | 89.7% | 64.2%+25.4pp | 66.5%+23.2pp | 67.6%+22.0pp |
| Annual return | 12.24% | 19.07%-6.8pp | 100.48%-88.2pp | 35.59%-23.3pp |
| Employer contribution / active EE | $1,214 | $993+22.2% | $1,712-29.1% | $2,755-55.9% |
| Participant deferral / active EE | $6,347 | $1,839+245.2% | $2,886+119.9% | $4,296+47.8% |
| Admin fee / account holder | $8,446 | $2,488+239.5% | $4,713+79.2% | $6,918+22.1% |