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 | $105,505 | $90,503+16.6% | $78,689+34.1% | $273,961-61.5% |
| Participation rate | 70.8% | 76.5%-5.7pp | 73.6%-2.7pp | 83.0%-12.2pp |
| Annual return | 6.80% | 75.60%-68.8pp | 62.18%-55.4pp | 41.45%-34.7pp |
| Employer contribution / active EE | $1,797 | $3,176-43.4% | $2,851-37.0% | $4,869-63.1% |
| Participant deferral / active EE | $6,666 | $3,901+70.9% | $3,517+89.6% | $5,287+26.1% |
| Admin fee / account holder | $6,551 | $5,263+24.5% | $4,510+45.2% | $10,132-35.3% |