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 | $105,296 | $86,929+21.1% | $102,423+2.8% | $80,856+30.2% |
| Participation rate | 73.7% | 72.4%+1.3pp | 76.5%-2.8pp | 67.6%+6.0pp |
| Annual return | 17.26% | 18.88%-1.6pp | 29.32%-12.1pp | 35.59%-18.3pp |
| Employer contribution / active EE | $1,299 | $2,369-45.2% | $3,023-57.0% | $2,755-52.8% |
| Participant deferral / active EE | $5,941 | $4,118+44.3% | $5,053+17.6% | $4,296+38.3% |
| Admin fee / account holder | $1,871 | $8,049-76.8% | $9,451-80.2% | $6,918-73.0% |