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 | $88,503 | $56,053+57.9% | $75,972+16.5% | $80,856+9.5% |
| Participation rate | 78.4% | 62.0%+16.4pp | 69.1%+9.4pp | 67.6%+10.8pp |
| Annual return | 11.92% | 20.53%-8.6pp | 359.55%-347.6pp | 35.59%-23.7pp |
| Employer contribution / active EE | $1,749 | $1,874-6.6% | $2,685-34.8% | $2,755-36.5% |
| Participant deferral / active EE | $4,753 | $3,052+55.8% | $4,255+11.7% | $4,296+10.7% |
| Admin fee / account holder | $2,873 | $5,234-45.1% | $6,467-55.6% | $6,918-58.5% |