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 | $81,114 | $57,541+41.0% | $95,745-15.3% | $75,163+7.9% |
| Participation rate | 77.1% | 62.5%+14.6pp | 72.3%+4.9pp | 67.2%+10.0pp |
| Annual return | 15.92% | 34.93%-19.0pp | 28.35%-12.4pp | 160.62%-144.7pp |
| Employer contribution / active EE | $1,425 | $1,808-21.2% | $2,835-49.7% | $2,670-46.6% |
| Participant deferral / active EE | $5,029 | $3,074+63.6% | $4,245+18.5% | $4,125+21.9% |
| Admin fee / account holder | $2,326 | $4,099-43.2% | $5,678-59.0% | $5,651-58.8% |