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 | $65,321 | $86,929-24.9% | $102,423-36.2% | $80,856-19.2% |
| Participation rate | 73.8% | 72.4%+1.4pp | 76.5%-2.7pp | 67.6%+6.1pp |
| Annual return | 13.17% | 18.88%-5.7pp | 29.32%-16.2pp | 35.59%-22.4pp |
| Employer contribution / active EE | $1,293 | $2,369-45.4% | $3,023-57.2% | $2,755-53.1% |
| Participant deferral / active EE | $5,361 | $4,118+30.2% | $5,053+6.1% | $4,296+24.8% |
| Admin fee / account holder | $4,772 | $8,049-40.7% | $9,451-49.5% | $6,918-31.0% |