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 | $53,105 | $58,512-9.2% | $84,015-36.8% | $72,985-27.2% |
| Participation rate | 90.0% | 61.2%+28.8pp | 69.0%+21.0pp | 69.5%+20.5pp |
| Annual return | 20.63% | 28.93%-8.3pp | 71.31%-50.7pp | 81.00%-60.4pp |
| Employer contribution / active EE | $1,530 | $1,163+31.5% | $1,983-22.9% | $2,440-37.3% |
| Participant deferral / active EE | $3,204 | $2,394+33.8% | $3,239-1.1% | $3,607-11.2% |
| Admin fee / account holder | $766 | $4,569-83.2% | $6,101-87.4% | $5,124-85.1% |