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 | $127,872 | $53,777+137.8% | $134,143-4.7% | $79,858+60.1% |
| Participation rate | 94.3% | 58.8%+35.6pp | 72.2%+22.2pp | 69.6%+24.7pp |
| Annual return | 13.95% | 19.01%-5.1pp | 36.33%-22.4pp | 31.71%-17.8pp |
| Employer contribution / active EE | $943 | $1,321-28.6% | $3,704-74.5% | $2,471-61.8% |
| Participant deferral / active EE | $5,700 | $2,420+135.5% | $3,499+62.9% | $3,740+52.4% |
| Admin fee / account holder | $18,355 | $3,984+360.7% | $6,684+174.6% | $5,306+245.9% |