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 | $45,343 | $49,025-7.5% | $87,507-48.2% | $62,891-27.9% |
| Participation rate | 85.3% | 64.9%+20.4pp | 73.8%+11.5pp | 69.3%+16.0pp |
| Annual return | 7.91% | 10.02%-2.1pp | 12.21%-4.3pp | 20.14%-12.2pp |
| Employer contribution / active EE | $2,518 | $1,372+83.6% | $2,550-1.2% | $2,281+10.4% |
| Participant deferral / active EE | $5,126 | $2,289+123.9% | $3,149+62.8% | $3,203+60.1% |
| Admin fee / account holder | $430 | $4,065-89.4% | $4,221-89.8% | $4,296-90.0% |