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 | $120,168 | $54,541+120.3% | $78,778+52.5% | $70,131+71.3% |
| Participation rate | 74.4% | 60.8%+13.6pp | 69.2%+5.2pp | 69.5%+4.9pp |
| Annual return | 13.40% | 21.07%-7.7pp | 35.62%-22.2pp | 73.14%-59.7pp |
| Employer contribution / active EE | $1,290 | $1,089+18.6% | $1,986-35.0% | $2,342-44.9% |
| Participant deferral / active EE | $2,824 | $2,210+27.8% | $2,958-4.6% | $3,332-15.2% |
| Admin fee / account holder | $2,749 | $3,709-25.9% | $5,134-46.5% | $4,645-40.8% |