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 3-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 | $145,387 | $110,257+31.9% | $96,544+50.6% | $139,434+4.3% |
| Participation rate | 89.5% | 78.1%+11.4pp | 76.0%+13.5pp | 80.3%+9.2pp |
| Annual return | 14.30% | 26.32%-12.0pp | 25.84%-11.5pp | 372.94%-358.6pp |
| Employer contribution / active EE | $1,501 | $3,620-58.5% | $2,965-49.4% | $4,751-68.4% |
| Participant deferral / active EE | $6,002 | $5,548+8.2% | $4,851+23.7% | $6,710-10.6% |
| Admin fee / account holder | $1,190 | $11,591-89.7% | $8,252-85.6% | $11,403-89.6% |