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 | $136,773 | $109,413+25.0% | $156,263-12.5% | $84,808+61.3% |
| Participation rate | 76.3% | 72.7%+3.6pp | 78.9%-2.6pp | 68.3%+8.0pp |
| Annual return | 13.72% | 20.18%-6.5pp | 59.47%-45.7pp | 40.90%-27.2pp |
| Employer contribution / active EE | $1,263 | $2,907-56.6% | $4,333-70.9% | $2,631-52.0% |
| Participant deferral / active EE | $6,891 | $4,590+50.1% | $6,158+11.9% | $4,212+63.6% |
| Admin fee / account holder | $2,333 | $9,357-75.1% | $14,255-83.6% | $7,344-68.2% |