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 | $110,841 | $57,065+94.2% | $75,670+46.5% | $70,131+58.0% |
| Participation rate | 89.2% | 68.1%+21.1pp | 72.3%+16.8pp | 69.5%+19.6pp |
| Annual return | 18.41% | 23.57%-5.2pp | 27.34%-8.9pp | 73.14%-54.7pp |
| Employer contribution / active EE | $2,191 | $1,817+20.6% | $2,352-6.9% | $2,342-6.5% |
| Participant deferral / active EE | $4,176 | $2,580+61.9% | $3,142+32.9% | $3,332+25.3% |
| Admin fee / account holder | $7,838 | $3,825+104.9% | $5,800+35.1% | $4,645+68.7% |