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 | $81,754 | $45,035+81.5% | $62,995+29.8% | $70,131+16.6% |
| Participation rate | 79.7% | 69.5%+10.1pp | 74.8%+4.9pp | 69.5%+10.1pp |
| Annual return | 18.23% | 18.76%-0.5pp | 87.57%-69.3pp | 73.14%-54.9pp |
| Employer contribution / active EE | $1,220 | $2,051-40.5% | $2,759-55.8% | $2,342-47.9% |
| Participant deferral / active EE | $3,008 | $2,465+22.1% | $3,329-9.6% | $3,332-9.7% |
| Admin fee / account holder | $2,298 | $2,834-18.9% | $3,600-36.2% | $4,645-50.5% |