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 | $201,746 | $112,729+79.0% | $98,716+104.4% | $137,256+47.0% |
| Participation rate | 80.0% | 74.2%+5.8pp | 69.3%+10.7pp | 80.0%0pp |
| Annual return | 11.07% | 38.48%-27.4pp | 31.81%-20.7pp | 220.34%-209.3pp |
| Employer contribution / active EE | $1,059 | $2,725-61.1% | $2,279-53.5% | $4,156-74.5% |
| Participant deferral / active EE | $11,476 | $4,640+147.3% | $4,048+183.5% | $6,407+79.1% |
| Admin fee / account holder | $13,110 | $10,129+29.4% | $8,703+50.6% | $12,270+6.8% |