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 | $139,117 | $48,076+189.4% | $78,689+76.8% | $62,891+121.2% |
| Participation rate | 97.6% | 65.2%+32.4pp | 73.6%+24.1pp | 69.3%+28.3pp |
| Annual return | 6.61% | 31.35%-24.7pp | 62.18%-55.6pp | 20.14%-13.5pp |
| Employer contribution / active EE | $1,646 | $2,015-18.3% | $2,851-42.3% | $2,281-27.8% |
| Participant deferral / active EE | $7,433 | $2,588+187.2% | $3,517+111.3% | $3,203+132.1% |
| Admin fee / account holder | $14,210 | $3,207+343.1% | $4,510+215.1% | $4,296+230.8% |