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 | $83,746 | $106,749-21.5% | $145,433-42.4% | $82,448+1.6% |
| Participation rate | 80.0% | 75.6%+4.4pp | 82.1%-2.1pp | 68.1%+11.9pp |
| Annual return | 18.13% | 27.59%-9.5pp | 66.58%-48.4pp | 41.64%-23.5pp |
| Employer contribution / active EE | $1,873 | $3,444-45.6% | $4,554-58.9% | $2,551-26.6% |
| Participant deferral / active EE | $5,507 | $6,519-15.5% | $7,897-30.3% | $4,139+33.0% |
| Admin fee / account holder | $9,823 | $8,390+17.1% | $13,129-25.2% | $7,234+35.8% |