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 | $36,679 | $72,012-49.1% | $185,823-80.3% | $79,858-54.1% |
| Participation rate | 73.0% | 65.8%+7.2pp | 78.0%-5.1pp | 69.6%+3.3pp |
| Annual return | 15.86% | 23.12%-7.3pp | 35.95%-20.1pp | 31.71%-15.9pp |
| Employer contribution / active EE | $1,213 | $1,965-38.3% | $4,087-70.3% | $2,471-50.9% |
| Participant deferral / active EE | $3,801 | $3,779+0.6% | $5,632-32.5% | $3,740+1.6% |
| Admin fee / account holder | $1,029 | $4,513-77.2% | $9,500-89.2% | $5,306-80.6% |