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 | $60,718 | $86,929-30.2% | $102,423-40.7% | $80,856-24.9% |
| Participation rate | 75.0% | 72.4%+2.6pp | 76.5%-1.5pp | 67.6%+7.4pp |
| Annual return | 13.08% | 18.88%-5.8pp | 29.32%-16.2pp | 35.59%-22.5pp |
| Employer contribution / active EE | $2,631 | $2,369+11.0% | $3,023-13.0% | $2,755-4.5% |
| Participant deferral / active EE | $5,033 | $4,118+22.2% | $5,053-0.4% | $4,296+17.2% |
| Admin fee / account holder | $9,696 | $8,049+20.5% | $9,451+2.6% | $6,918+40.2% |