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 | $145,787 | $83,477+74.6% | $125,175+16.5% | $72,985+99.7% |
| Participation rate | 84.2% | 73.3%+10.9pp | 79.8%+4.4pp | 69.5%+14.7pp |
| Annual return | 18.94% | 25.78%-6.8pp | 43.79%-24.9pp | 81.00%-62.1pp |
| Employer contribution / active EE | $773 | $2,345-67.0% | $3,865-80.0% | $2,440-68.3% |
| Participant deferral / active EE | $5,374 | $3,585+49.9% | $4,937+8.9% | $3,607+49.0% |
| Admin fee / account holder | $1,648 | $5,517-70.1% | $9,702-83.0% | $5,124-67.8% |