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 | $96,608 | $56,110+72.2% | $94,993+1.7% | $70,131+37.8% |
| Participation rate | 71.4% | 65.0%+6.4pp | 73.9%-2.5pp | 69.5%+1.9pp |
| Annual return | 18.77% | 51.02%-32.3pp | 27.12%-8.3pp | 73.14%-54.4pp |
| Employer contribution / active EE | $1,115 | $1,442-22.7% | $2,603-57.2% | $2,342-52.4% |
| Participant deferral / active EE | $3,864 | $2,391+61.6% | $3,317+16.5% | $3,332+16.0% |
| Admin fee / account holder | $4,677 | $3,456+35.3% | $4,960-5.7% | $4,645+0.7% |