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 | $135,529 | $96,557+40.4% | $80,975+67.4% | $273,961-50.5% |
| Participation rate | 84.6% | 79.1%+5.5pp | 75.8%+8.8pp | 83.0%+1.6pp |
| Annual return | 6.58% | 15.14%-8.6pp | 17.10%-10.5pp | 41.45%-34.9pp |
| Employer contribution / active EE | $10,595 | $4,868+117.6% | $3,714+185.2% | $4,869+117.6% |
| Participant deferral / active EE | $1,753 | $6,598-73.4% | $5,696-69.2% | $5,287-66.8% |
| Admin fee / account holder | $4,323 | $7,492-42.3% | $5,516-21.6% | $10,132-57.3% |