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 | $153,925 | $93,071+65.4% | $74,583+106.4% | $273,961-43.8% |
| Participation rate | 70.0% | 74.9%-4.9pp | 68.1%+1.9pp | 83.0%-13.0pp |
| Annual return | 6.73% | 26.18%-19.5pp | 20.47%-13.7pp | 41.45%-34.7pp |
| Employer contribution / active EE | $968 | $3,160-69.4% | $2,525-61.7% | $4,869-80.1% |
| Participant deferral / active EE | $6,784 | $4,160+63.1% | $3,458+96.2% | $5,287+28.3% |
| Admin fee / account holder | $857 | $5,272-83.7% | $4,138-79.3% | $10,132-91.5% |