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 | $64,300 | $53,777+19.6% | $134,143-52.1% | $79,858-19.5% |
| Participation rate | 81.5% | 58.8%+22.7pp | 72.2%+9.3pp | 69.6%+11.8pp |
| Annual return | 13.77% | 19.01%-5.2pp | 36.33%-22.6pp | 31.71%-17.9pp |
| Employer contribution / active EE | $1,800 | $1,321+36.2% | $3,704-51.4% | $2,471-27.2% |
| Participant deferral / active EE | $4,661 | $2,420+92.6% | $3,499+33.2% | $3,740+24.6% |
| Admin fee / account holder | $2,946 | $3,984-26.1% | $6,684-55.9% | $5,306-44.5% |