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 | $136,647 | $99,341+37.6% | $84,750+61.2% | $273,961-50.1% |
| Participation rate | 75.0% | 80.7%-5.7pp | 76.6%-1.6pp | 83.0%-8.0pp |
| Annual return | 11.90% | 22.93%-11.0pp | 22.78%-10.9pp | 41.45%-29.6pp |
| Employer contribution / active EE | $1,941 | $4,214-53.9% | $3,574-45.7% | $4,869-60.1% |
| Participant deferral / active EE | $10,311 | $4,269+141.5% | $3,712+177.8% | $5,287+95.0% |
| Admin fee / account holder | $373 | $6,644-94.4% | $5,332-93.0% | $10,132-96.3% |