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 | $63,727 | $99,341-35.9% | $84,750-24.8% | $273,961-76.7% |
| Participation rate | 90.0% | 80.7%+9.3pp | 76.6%+13.4pp | 83.0%+7.0pp |
| Annual return | 9.80% | 22.93%-13.1pp | 22.78%-13.0pp | 41.45%-31.6pp |
| Employer contribution / active EE | $1,325 | $4,214-68.6% | $3,574-62.9% | $4,869-72.8% |
| Participant deferral / active EE | $5,377 | $4,269+26.0% | $3,712+44.9% | $5,287+1.7% |
| Admin fee / account holder | $408 | $6,644-93.9% | $5,332-92.4% | $10,132-96.0% |