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 | $151,049 | $58,851+156.7% | $115,157+31.2% | $72,985+107.0% |
| Participation rate | 74.1% | 65.5%+8.5pp | 75.9%-1.8pp | 69.5%+4.6pp |
| Annual return | 21.83% | 23.16%-1.3pp | 35.60%-13.8pp | 81.00%-59.2pp |
| Employer contribution / active EE | $597 | $1,798-66.8% | $3,179-81.2% | $2,440-75.5% |
| Participant deferral / active EE | $2,826 | $2,643+6.9% | $4,168-32.2% | $3,607-21.7% |
| Admin fee / account holder | $6,464 | $6,370+1.5% | $7,088-8.8% | $5,124+26.1% |