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 | $81,676 | $95,803-14.7% | $113,168-27.8% | $84,808-3.7% |
| Participation rate | 74.1% | 72.9%+1.3pp | 76.6%-2.4pp | 68.3%+5.8pp |
| Annual return | 13.66% | 25.00%-11.3pp | 24.27%-10.6pp | 40.90%-27.2pp |
| Employer contribution / active EE | $1,380 | $2,360-41.5% | $2,975-53.6% | $2,631-47.6% |
| Participant deferral / active EE | $6,607 | $4,242+55.8% | $5,107+29.4% | $4,212+56.9% |
| Admin fee / account holder | $11,195 | $8,989+24.5% | $12,068-7.2% | $7,344+52.4% |