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 | $133,670 | $96,557+38.4% | $80,975+65.1% | $273,961-51.2% |
| Participation rate | 92.9% | 79.1%+13.8pp | 75.8%+17.0pp | 83.0%+9.8pp |
| Annual return | 7.00% | 15.14%-8.1pp | 17.10%-10.1pp | 41.45%-34.5pp |
| Employer contribution / active EE | $7,800 | $4,868+60.2% | $3,714+110.0% | $4,869+60.2% |
| Participant deferral / active EE | $6,187 | $6,598-6.2% | $5,696+8.6% | $5,287+17.0% |
| Admin fee / account holder | $2,306 | $7,492-69.2% | $5,516-58.2% | $10,132-77.2% |