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 | $117,889 | $90,503+30.3% | $78,689+49.8% | $273,961-57.0% |
| Participation rate | 83.3% | 76.5%+6.8pp | 73.6%+9.8pp | 83.0%+0.3pp |
| Annual return | 5.31% | 75.60%-70.3pp | 62.18%-56.9pp | 41.45%-36.1pp |
| Employer contribution / active EE | $2,380 | $3,176-25.1% | $2,851-16.5% | $4,869-51.1% |
| Participant deferral / active EE | $6,458 | $3,901+65.5% | $3,517+83.6% | $5,287+22.2% |
| Admin fee / account holder | $798 | $5,263-84.8% | $4,510-82.3% | $10,132-92.1% |