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 | $94,106 | $138,385-32.0% | $184,200-48.9% | $80,874+16.4% |
| Participation rate | 85.7% | 83.9%+1.8pp | 86.8%-1.1pp | 67.6%+18.1pp |
| Annual return | 13.39% | 20.02%-6.6pp | 28.80%-15.4pp | 35.62%-22.2pp |
| Employer contribution / active EE | $3,428 | $4,849-29.3% | $6,424-46.6% | $2,756+24.4% |
| Participant deferral / active EE | $7,171 | $7,073+1.4% | $9,132-21.5% | $4,297+66.9% |
| Admin fee / account holder | $3,750 | $10,483-64.2% | $13,907-73.0% | $6,935-45.9% |