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 | $126,885 | $60,892+108.4% | $82,389+54.0% | $84,808+49.6% |
| Participation rate | 75.0% | 63.3%+11.7pp | 69.5%+5.5pp | 68.3%+6.7pp |
| Annual return | 16.89% | 37.29%-20.4pp | 28.67%-11.8pp | 40.90%-24.0pp |
| Employer contribution / active EE | $564 | $1,779-68.3% | $2,517-77.6% | $2,631-78.6% |
| Participant deferral / active EE | $1,757 | $3,179-44.7% | $4,155-57.7% | $4,212-58.3% |
| Admin fee / account holder | $13,964 | $5,467+155.4% | $7,231+93.1% | $7,344+90.1% |