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 | $146,843 | $106,584+37.8% | $101,326+44.9% | $142,382+3.1% |
| Participation rate | 92.3% | 82.7%+9.6pp | 81.5%+10.8pp | 80.1%+12.2pp |
| Annual return | 17.87% | 36.93%-19.1pp | 36.82%-18.9pp | 217.08%-199.2pp |
| Employer contribution / active EE | $1,795 | $3,956-54.6% | $3,665-51.0% | $4,299-58.2% |
| Participant deferral / active EE | $9,105 | $8,297+9.7% | $7,994+13.9% | $6,507+39.9% |
| Admin fee / account holder | $716 | $11,446-93.7% | $11,185-93.6% | $12,624-94.3% |