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 | $108,818 | $86,929+25.2% | $102,423+6.2% | $80,856+34.6% |
| Participation rate | 88.6% | 72.4%+16.2pp | 76.5%+12.1pp | 67.6%+20.9pp |
| Annual return | 15.23% | 18.88%-3.7pp | 29.32%-14.1pp | 35.59%-20.4pp |
| Employer contribution / active EE | $1,631 | $2,369-31.1% | $3,023-46.0% | $2,755-40.8% |
| Participant deferral / active EE | $6,707 | $4,118+62.8% | $5,053+32.7% | $4,296+56.1% |
| Admin fee / account holder | $389 | $8,049-95.2% | $9,451-95.9% | $6,918-94.4% |