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 | $167,379 | $86,929+92.5% | $102,423+63.4% | $80,856+107.0% |
| Participation rate | 70.4% | 72.4%-2.0pp | 76.5%-6.1pp | 67.6%+2.7pp |
| Annual return | 13.54% | 18.88%-5.3pp | 29.32%-15.8pp | 35.59%-22.1pp |
| Employer contribution / active EE | $1,341 | $2,369-43.4% | $3,023-55.6% | $2,755-51.3% |
| Participant deferral / active EE | $3,920 | $4,118-4.8% | $5,053-22.4% | $4,296-8.7% |
| Admin fee / account holder | $4,803 | $8,049-40.3% | $9,451-49.2% | $6,918-30.6% |