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 | $96,499 | $58,512+64.9% | $84,015+14.9% | $72,985+32.2% |
| Participation rate | 73.8% | 61.2%+12.5pp | 69.0%+4.8pp | 69.5%+4.3pp |
| Annual return | 18.72% | 28.93%-10.2pp | 71.31%-52.6pp | 81.00%-62.3pp |
| Employer contribution / active EE | $941 | $1,163-19.0% | $1,983-52.5% | $2,440-61.4% |
| Participant deferral / active EE | $2,189 | $2,394-8.5% | $3,239-32.4% | $3,607-39.3% |
| Admin fee / account holder | $5,130 | $4,569+12.3% | $6,101-15.9% | $5,124+0.1% |