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 | $112,132 | $60,022+86.8% | $88,946+26.1% | $84,808+32.2% |
| Participation rate | 75.0% | 57.8%+17.2pp | 68.8%+6.2pp | 68.3%+6.7pp |
| Annual return | 15.83% | 22.43%-6.6pp | 57.82%-42.0pp | 40.90%-25.1pp |
| Employer contribution / active EE | $1,971 | $1,703+15.7% | $2,555-22.9% | $2,631-25.1% |
| Participant deferral / active EE | $5,106 | $3,114+64.0% | $4,581+11.5% | $4,212+21.2% |
| Admin fee / account holder | $1,134 | $4,811-76.4% | $8,261-86.3% | $7,344-84.6% |