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 | $91,044 | $48,230+88.8% | $67,502+34.9% | $80,856+12.6% |
| Participation rate | 72.0% | 66.4%+5.6pp | 72.9%-0.9pp | 67.6%+4.4pp |
| Annual return | 13.31% | 18.28%-5.0pp | 3512.12%-3498.8pp | 35.59%-22.3pp |
| Employer contribution / active EE | $1,121 | $2,020-44.5% | $2,731-59.0% | $2,755-59.3% |
| Participant deferral / active EE | $2,242 | $2,924-23.3% | $4,000-44.0% | $4,296-47.8% |
| Admin fee / account holder | $3,084 | $3,681-16.2% | $3,998-22.8% | $6,918-55.4% |