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 | $134,861 | $73,787+82.8% | $98,716+36.6% | $82,448+63.6% |
| Participation rate | 74.4% | 61.4%+13.0pp | 69.3%+5.1pp | 68.1%+6.4pp |
| Annual return | 16.65% | 18.57%-1.9pp | 31.81%-15.2pp | 41.64%-25.0pp |
| Employer contribution / active EE | $928 | $1,511-38.6% | $2,279-59.3% | $2,551-63.6% |
| Participant deferral / active EE | $6,452 | $3,081+109.4% | $4,048+59.4% | $4,139+55.9% |
| Admin fee / account holder | $14,292 | $6,500+119.9% | $8,703+64.2% | $7,234+97.6% |