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 | $97,593 | $57,016+71.2% | $84,966+14.9% | $80,856+20.7% |
| Participation rate | 71.0% | 56.3%+14.6pp | 67.5%+3.5pp | 67.6%+3.3pp |
| Annual return | 10.80% | 21.66%-10.9pp | 66.38%-55.6pp | 35.59%-24.8pp |
| Employer contribution / active EE | $1,442 | $1,798-19.8% | $2,727-47.1% | $2,755-47.7% |
| Participant deferral / active EE | $5,237 | $3,110+68.4% | $4,519+15.9% | $4,296+21.9% |
| Admin fee / account holder | $13,827 | $4,980+177.6% | $6,149+124.9% | $6,918+99.9% |