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 | $75,650 | $48,076+57.4% | $78,689-3.9% | $62,891+20.3% |
| Participation rate | 100.0% | 65.2%+34.8pp | 73.6%+26.4pp | 69.3%+30.7pp |
| Annual return | 12.84% | 31.35%-18.5pp | 62.18%-49.3pp | 20.14%-7.3pp |
| Employer contribution / active EE | $1,210 | $2,015-39.9% | $2,851-57.5% | $2,281-46.9% |
| Participant deferral / active EE | $2,168 | $2,588-16.2% | $3,517-38.4% | $3,203-32.3% |
| Admin fee / account holder | $1,833 | $3,207-42.9% | $4,510-59.4% | $4,296-57.3% |