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 | $91,384 | $148,978-38.7% | $200,582-54.4% | $84,808+7.8% |
| Participation rate | 85.2% | 84.2%+1.0pp | 86.9%-1.7pp | 68.3%+16.9pp |
| Annual return | 17.58% | 28.16%-10.6pp | 42.33%-24.8pp | 40.90%-23.3pp |
| Employer contribution / active EE | $3,121 | $4,815-35.2% | $6,419-51.4% | $2,631+18.6% |
| Participant deferral / active EE | $6,810 | $7,142-4.6% | $9,331-27.0% | $4,212+61.7% |
| Admin fee / account holder | $1,326 | $13,977-90.5% | $16,305-91.9% | $7,344-81.9% |