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 | $202,972 | $95,803+111.9% | $113,168+79.4% | $84,808+139.3% |
| Participation rate | 80.0% | 72.9%+7.1pp | 76.6%+3.4pp | 68.3%+11.7pp |
| Annual return | 13.47% | 25.00%-11.5pp | 24.27%-10.8pp | 40.90%-27.4pp |
| Employer contribution / active EE | $2,077 | $2,360-12.0% | $2,975-30.2% | $2,631-21.1% |
| Participant deferral / active EE | $8,842 | $4,242+108.4% | $5,107+73.1% | $4,212+109.9% |
| Admin fee / account holder | $6,228 | $8,989-30.7% | $12,068-48.4% | $7,344-15.2% |