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 | $148,817 | $96,557+54.1% | $80,975+83.8% | $273,961-45.7% |
| Participation rate | 94.1% | 79.1%+15.0pp | 75.8%+18.3pp | 83.0%+11.1pp |
| Annual return | 5.91% | 15.14%-9.2pp | 17.10%-11.2pp | 41.45%-35.5pp |
| Employer contribution / active EE | $1,069 | $4,868-78.0% | $3,714-71.2% | $4,869-78.0% |
| Participant deferral / active EE | $10,205 | $6,598+54.7% | $5,696+79.2% | $5,287+93.0% |
| Admin fee / account holder | $836 | $7,492-88.8% | $5,516-84.9% | $10,132-91.8% |