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 | $108,599 | $123,793-12.3% | $177,821-38.9% | $79,858+36.0% |
| Participation rate | 77.6% | 84.7%-7.1pp | 87.7%-10.2pp | 69.6%+7.9pp |
| Annual return | 11.57% | 22.82%-11.3pp | 48.32%-36.8pp | 31.71%-20.1pp |
| Employer contribution / active EE | $3,073 | $4,095-25.0% | $5,918-48.1% | $2,471+24.4% |
| Participant deferral / active EE | $10,264 | $5,956+72.3% | $7,714+33.1% | $3,740+174.4% |
| Admin fee / account holder | $8,831 | $7,243+21.9% | $12,427-28.9% | $5,306+66.4% |