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 | $140,728 | $56,054+151.1% | $171,082-17.7% | $62,891+123.8% |
| Participation rate | 78.8% | 62.9%+15.9pp | 76.7%+2.1pp | 69.3%+9.5pp |
| Annual return | 7.11% | 22.52%-15.4pp | 32.56%-25.4pp | 20.14%-13.0pp |
| Employer contribution / active EE | $9,714 | $1,731+461.1% | $4,002+142.7% | $2,281+325.9% |
| Participant deferral / active EE | $12,574 | $3,158+298.2% | $4,797+162.1% | $3,203+292.6% |
| Admin fee / account holder | $740 | $3,647-79.7% | $8,520-91.3% | $4,296-82.8% |