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 | $146,686 | $56,897+157.8% | $84,750+73.1% | $62,891+133.2% |
| Participation rate | 73.3% | 68.5%+4.8pp | 76.6%-3.3pp | 69.3%+4.0pp |
| Annual return | 8.06% | 6.30%+1.8pp | 22.78%-14.7pp | 20.14%-12.1pp |
| Employer contribution / active EE | $773 | $2,400-67.8% | $3,574-78.4% | $2,281-66.1% |
| Participant deferral / active EE | $2,375 | $2,709-12.3% | $3,712-36.0% | $3,203-25.8% |
| Admin fee / account holder | $16,866 | $3,581+371.0% | $5,332+216.3% | $4,296+292.6% |