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 | $99,156 | $58,512+69.5% | $84,015+18.0% | $72,985+35.9% |
| Participation rate | 76.9% | 61.2%+15.7pp | 69.0%+7.9pp | 69.5%+7.4pp |
| Annual return | 17.65% | 28.93%-11.3pp | 71.31%-53.7pp | 81.00%-63.4pp |
| Employer contribution / active EE | $711 | $1,163-38.9% | $1,983-64.2% | $2,440-70.9% |
| Participant deferral / active EE | $2,288 | $2,394-4.4% | $3,239-29.4% | $3,607-36.6% |
| Admin fee / account holder | $4,337 | $4,569-5.1% | $6,101-28.9% | $5,124-15.4% |