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 | $150,050 | $63,764+135.3% | $81,930+83.1% | $79,858+87.9% |
| Participation rate | 71.4% | 67.5%+3.9pp | 72.0%-0.6pp | 69.6%+1.8pp |
| Annual return | 17.44% | 22.66%-5.2pp | 29.49%-12.1pp | 31.71%-14.3pp |
| Employer contribution / active EE | $896 | $1,795-50.1% | $4,310-79.2% | $2,471-63.8% |
| Participant deferral / active EE | $4,529 | $2,780+62.9% | $7,107-36.3% | $3,740+21.1% |
| Admin fee / account holder | $7,569 | $4,426+71.0% | $5,158+46.7% | $5,306+42.6% |