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 | $148,034 | $80,717+83.4% | $154,803-4.4% | $84,808+74.6% |
| Participation rate | 78.1% | 66.8%+11.3pp | 78.1%+0.1pp | 68.3%+9.8pp |
| Annual return | 16.93% | 37.96%-21.0pp | 58.88%-42.0pp | 40.90%-24.0pp |
| Employer contribution / active EE | $2,136 | $2,761-22.7% | $4,305-50.4% | $2,631-18.8% |
| Participant deferral / active EE | $3,735 | $3,303+13.1% | $5,540-32.6% | $4,212-11.3% |
| Admin fee / account holder | $607 | $6,746-91.0% | $14,329-95.8% | $7,344-91.7% |