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 | $115,186 | $72,277+59.4% | $101,248+13.8% | $79,858+44.2% |
| Participation rate | 77.1% | 68.5%+8.6pp | 75.8%+1.3pp | 69.6%+7.5pp |
| Annual return | 15.01% | 22.30%-7.3pp | 46.47%-31.5pp | 31.71%-16.7pp |
| Employer contribution / active EE | $1,042 | $2,692-61.3% | $3,660-71.5% | $2,471-57.8% |
| Participant deferral / active EE | $5,465 | $3,282+66.5% | $4,370+25.1% | $3,740+46.1% |
| Admin fee / account holder | $1,990 | $4,400-54.8% | $5,945-66.5% | $5,306-62.5% |