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 | $103,830 | $67,606+53.6% | $82,313+26.1% | $70,131+48.1% |
| Participation rate | 81.1% | 72.8%+8.3pp | 76.9%+4.2pp | 69.5%+11.6pp |
| Annual return | 16.31% | 21.57%-5.3pp | 25.88%-9.6pp | 73.14%-56.8pp |
| Employer contribution / active EE | $865 | $1,755-50.7% | $2,428-64.4% | $2,342-63.1% |
| Participant deferral / active EE | $2,910 | $2,987-2.6% | $3,706-21.5% | $3,332-12.7% |
| Admin fee / account holder | $1,064 | $4,512-76.4% | $5,608-81.0% | $4,645-77.1% |