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 | $159,913 | $86,929+84.0% | $102,423+56.1% | $80,856+97.8% |
| Participation rate | 78.1% | 72.4%+5.7pp | 76.5%+1.6pp | 67.6%+10.5pp |
| Annual return | 15.02% | 18.88%-3.9pp | 29.32%-14.3pp | 35.59%-20.6pp |
| Employer contribution / active EE | $2,465 | $2,369+4.1% | $3,023-18.5% | $2,755-10.5% |
| Participant deferral / active EE | $6,691 | $4,118+62.5% | $5,053+32.4% | $4,296+55.8% |
| Admin fee / account holder | $536 | $8,049-93.3% | $9,451-94.3% | $6,918-92.2% |