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 | $126,343 | $54,762+130.7% | $90,281+39.9% | $72,985+73.1% |
| Participation rate | 97.3% | 65.1%+32.2pp | 73.3%+24.0pp | 69.5%+27.8pp |
| Annual return | 26.20% | 30.63%-4.4pp | 78.10%-51.9pp | 81.00%-54.8pp |
| Employer contribution / active EE | $573 | $2,092-72.6% | $2,854-79.9% | $2,440-76.5% |
| Participant deferral / active EE | $3,119 | $2,887+8.0% | $3,885-19.7% | $3,607-13.5% |
| Admin fee / account holder | $24,993 | $3,972+529.2% | $5,351+367.1% | $5,124+387.7% |