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 | $120,093 | $58,512+105.2% | $84,015+42.9% | $72,985+64.5% |
| Participation rate | 93.5% | 61.2%+32.3pp | 69.0%+24.5pp | 69.5%+24.1pp |
| Annual return | 24.52% | 28.93%-4.4pp | 71.31%-46.8pp | 81.00%-56.5pp |
| Employer contribution / active EE | $1,574 | $1,163+35.3% | $1,983-20.7% | $2,440-35.5% |
| Participant deferral / active EE | $4,908 | $2,394+105.0% | $3,239+51.5% | $3,607+36.0% |
| Admin fee / account holder | $3,036 | $4,569-33.5% | $6,101-50.2% | $5,124-40.7% |