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 | $121,258 | $86,929+39.5% | $102,423+18.4% | $80,856+50.0% |
| Participation rate | 94.9% | 72.4%+22.5pp | 76.5%+18.4pp | 67.6%+27.2pp |
| Annual return | 24.91% | 18.88%+6.0pp | 29.32%-4.4pp | 35.59%-10.7pp |
| Employer contribution / active EE | $1,026 | $2,369-56.7% | $3,023-66.1% | $2,755-62.8% |
| Participant deferral / active EE | $6,520 | $4,118+58.3% | $5,053+29.0% | $4,296+51.8% |
| Admin fee / account holder | $6,549 | $8,049-18.6% | $9,451-30.7% | $6,918-5.3% |