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 | $138,980 | $95,803+45.1% | $113,168+22.8% | $84,808+63.9% |
| Participation rate | 90.5% | 72.9%+17.6pp | 76.6%+13.9pp | 68.3%+22.2pp |
| Annual return | 15.04% | 25.00%-10.0pp | 24.27%-9.2pp | 40.90%-25.9pp |
| Employer contribution / active EE | $1,779 | $2,360-24.6% | $2,975-40.2% | $2,631-32.4% |
| Participant deferral / active EE | $4,892 | $4,242+15.3% | $5,107-4.2% | $4,212+16.2% |
| Admin fee / account holder | $15,840 | $8,989+76.2% | $12,068+31.3% | $7,344+115.7% |