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 | $139,900 | $95,453+46.6% | $112,040+24.9% | $82,448+69.7% |
| Participation rate | 74.2% | 72.8%+1.4pp | 76.5%-2.3pp | 68.1%+6.1pp |
| Annual return | 13.75% | 23.92%-10.2pp | 24.52%-10.8pp | 41.64%-27.9pp |
| Employer contribution / active EE | $2,629 | $2,318+13.4% | $2,954-11.0% | $2,551+3.1% |
| Participant deferral / active EE | $6,360 | $4,224+50.6% | $5,098+24.8% | $4,139+53.7% |
| Admin fee / account holder | $11,451 | $9,013+27.0% | $12,098-5.4% | $7,234+58.3% |