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 | $146,005 | $102,245+42.8% | $89,340+63.4% | $137,256+6.4% |
| Participation rate | 92.3% | 74.9%+17.4pp | 69.6%+22.7pp | 80.0%+12.3pp |
| Annual return | 13.81% | 21.89%-8.1pp | 20.57%-6.8pp | 220.34%-206.5pp |
| Employer contribution / active EE | $1,052 | $2,529-58.4% | $2,231-52.8% | $4,156-74.7% |
| Participant deferral / active EE | $4,337 | $4,436-2.2% | $3,823+13.5% | $6,407-32.3% |
| Admin fee / account holder | $2,330 | $8,085-71.2% | $6,704-65.2% | $12,270-81.0% |