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 | $124,434 | $57,065+118.1% | $75,670+64.4% | $70,131+77.4% |
| Participation rate | 92.3% | 68.1%+24.2pp | 72.3%+20.0pp | 69.5%+22.8pp |
| Annual return | 14.86% | 23.57%-8.7pp | 27.34%-12.5pp | 73.14%-58.3pp |
| Employer contribution / active EE | $1,475 | $1,817-18.8% | $2,352-37.3% | $2,342-37.1% |
| Participant deferral / active EE | $6,133 | $2,580+137.7% | $3,142+95.2% | $3,332+84.1% |
| Admin fee / account holder | $27,422 | $3,825+616.9% | $5,800+372.8% | $4,645+490.3% |