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 | $120,246 | $88,707+35.6% | $74,183+62.1% | $273,961-56.1% |
| Participation rate | 83.3% | 79.4%+3.9pp | 76.6%+6.7pp | 83.0%+0.3pp |
| Annual return | 14.12% | 11.94%+2.2pp | 17.74%-3.6pp | 41.45%-27.3pp |
| Employer contribution / active EE | $1,791 | $3,159-43.3% | $2,370-24.4% | $4,869-63.2% |
| Participant deferral / active EE | $6,113 | $4,212+45.1% | $3,550+72.2% | $5,287+15.6% |
| Admin fee / account holder | $486 | $8,717-94.4% | $5,586-91.3% | $10,132-95.2% |