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 | $132,986 | $72,277+84.0% | $101,248+31.3% | $79,858+66.5% |
| Participation rate | 75.0% | 68.5%+6.5pp | 75.8%-0.8pp | 69.6%+5.4pp |
| Annual return | 18.62% | 22.30%-3.7pp | 46.47%-27.9pp | 31.71%-13.1pp |
| Employer contribution / active EE | $1,305 | $2,692-51.5% | $3,660-64.3% | $2,471-47.2% |
| Participant deferral / active EE | $4,306 | $3,282+31.2% | $4,370-1.5% | $3,740+15.1% |
| Admin fee / account holder | $2,485 | $4,400-43.5% | $5,945-58.2% | $5,306-53.2% |