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 | $135,504 | $79,944+69.5% | $98,439+37.7% | $75,163+80.3% |
| Participation rate | 89.3% | 70.4%+18.9pp | 75.2%+14.1pp | 67.2%+22.1pp |
| Annual return | 20.71% | 19.75%+1.0pp | 21.16%-0.5pp | 160.62%-139.9pp |
| Employer contribution / active EE | $0 | $2,264-100.0% | $3,048-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $4,168 | $3,752+11.1% | $4,738-12.0% | $4,125+1.0% |
| Admin fee / account holder | $9,513 | $6,840+39.1% | $8,948+6.3% | $5,651+68.3% |