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 | $136,852 | $99,341+37.8% | $84,750+61.5% | $273,961-50.0% |
| Participation rate | 91.7% | 80.7%+11.0pp | 76.6%+15.1pp | 83.0%+8.7pp |
| Annual return | 7.98% | 22.93%-15.0pp | 22.78%-14.8pp | 41.45%-33.5pp |
| Employer contribution / active EE | $12,238 | $4,214+190.4% | $3,574+242.4% | $4,869+151.4% |
| Participant deferral / active EE | $6,073 | $4,269+42.3% | $3,712+63.6% | $5,287+14.9% |
| Admin fee / account holder | $1,283 | $6,644-80.7% | $5,332-75.9% | $10,132-87.3% |