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 | $84,706 | $49,227+72.1% | $70,449+20.2% | $79,858+6.1% |
| Participation rate | 71.4% | 69.2%+2.3pp | 75.1%-3.6pp | 69.6%+1.8pp |
| Annual return | 13.85% | 30.06%-16.2pp | 109.03%-95.2pp | 31.71%-17.9pp |
| Employer contribution / active EE | $1,798 | $2,099-14.3% | $2,737-34.3% | $2,471-27.2% |
| Participant deferral / active EE | $4,120 | $2,768+48.8% | $3,709+11.1% | $3,740+10.1% |
| Admin fee / account holder | $1,889 | $2,878-34.4% | $3,845-50.9% | $5,306-64.4% |