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 | $141,913 | $65,685+116.0% | $57,179+148.2% | $273,961-48.2% |
| Participation rate | 94.7% | 78.3%+16.4pp | 75.3%+19.4pp | 83.0%+11.7pp |
| Annual return | 1.54% | 21.99%-20.5pp | 14.59%-13.1pp | 41.45%-39.9pp |
| Employer contribution / active EE | $3,972 | $3,279+21.2% | $2,682+48.1% | $4,869-18.4% |
| Participant deferral / active EE | $5,244 | $3,782+38.7% | $3,096+69.4% | $5,287-0.8% |
| Admin fee / account holder | $8,628 | $4,835+78.5% | $3,139+174.9% | $10,132-14.8% |