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 | $101,271 | $51,576+96.4% | $129,207-21.6% | $80,856+25.2% |
| Participation rate | 76.2% | 57.0%+19.2pp | 69.6%+6.6pp | 67.6%+8.6pp |
| Annual return | 19.42% | 20.81%-1.4pp | 9417.33%-9397.9pp | 35.59%-16.2pp |
| Employer contribution / active EE | $1,847 | $1,584+16.6% | $4,153-55.5% | $2,755-33.0% |
| Participant deferral / active EE | $5,046 | $2,669+89.1% | $4,168+21.1% | $4,296+17.5% |
| Admin fee / account holder | $2,330 | $4,305-45.9% | $7,715-69.8% | $6,918-66.3% |