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 | $121,651 | $58,828+106.8% | $77,999+56.0% | $62,891+93.4% |
| Participation rate | 71.4% | 71.1%+0.4pp | 75.5%-4.1pp | 69.3%+2.1pp |
| Annual return | 8.21% | 17.16%-8.9pp | 425.96%-417.8pp | 20.14%-11.9pp |
| Employer contribution / active EE | $1,368 | $1,672-18.2% | $2,470-44.6% | $2,281-40.0% |
| Participant deferral / active EE | $5,349 | $2,686+99.2% | $3,497+53.0% | $3,203+67.0% |
| Admin fee / account holder | $3,365 | $4,393-23.4% | $5,480-38.6% | $4,296-21.7% |