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 | $146,817 | $87,841+67.1% | $133,980+9.6% | $62,891+133.4% |
| Participation rate | 96.3% | 83.4%+12.9pp | 87.1%+9.2pp | 69.3%+27.0pp |
| Annual return | 9.08% | 12.05%-3.0pp | 29.30%-20.2pp | 20.14%-11.1pp |
| Employer contribution / active EE | $2,633 | $3,483-24.4% | $5,211-49.5% | $2,281+15.4% |
| Participant deferral / active EE | $8,124 | $4,812+68.8% | $6,282+29.3% | $3,203+153.7% |
| Admin fee / account holder | $4,669 | $5,371-13.1% | $9,324-49.9% | $4,296+8.7% |