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 | $72,791 | $49,227+47.9% | $70,449+3.3% | $79,858-8.8% |
| Participation rate | 71.8% | 69.2%+2.6pp | 75.1%-3.3pp | 69.6%+2.2pp |
| Annual return | 11.66% | 30.06%-18.4pp | 109.03%-97.4pp | 31.71%-20.1pp |
| Employer contribution / active EE | $1,124 | $2,099-46.4% | $2,737-58.9% | $2,471-54.5% |
| Participant deferral / active EE | $4,509 | $2,768+62.9% | $3,709+21.6% | $3,740+20.6% |
| Admin fee / account holder | $5,276 | $2,878+83.3% | $3,845+37.2% | $5,306-0.6% |