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 3-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 | $114,705 | $86,929+32.0% | $102,423+12.0% | $80,856+41.9% |
| Participation rate | 75.0% | 72.4%+2.6pp | 76.5%-1.5pp | 67.6%+7.4pp |
| Annual return | 14.12% | 18.88%-4.8pp | 29.32%-15.2pp | 35.59%-21.5pp |
| Employer contribution / active EE | $3,517 | $2,369+48.4% | $3,023+16.3% | $2,755+27.7% |
| Participant deferral / active EE | $11,271 | $4,118+173.7% | $5,053+123.1% | $4,296+162.4% |
| Admin fee / account holder | $2,901 | $8,049-64.0% | $9,451-69.3% | $6,918-58.1% |