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 | $76,466 | $93,571-18.3% | $135,903-43.7% | $75,163+1.7% |
| Participation rate | 96.8% | 75.2%+21.6pp | 81.9%+14.9pp | 67.2%+29.6pp |
| Annual return | 18.76% | 30.90%-12.1pp | 68.23%-49.5pp | 160.62%-141.9pp |
| Employer contribution / active EE | $1,859 | $3,537-47.4% | $4,856-61.7% | $2,670-30.4% |
| Participant deferral / active EE | $11,103 | $6,404+73.4% | $7,758+43.1% | $4,125+169.1% |
| Admin fee / account holder | $386 | $6,975-94.5% | $10,762-96.4% | $5,651-93.2% |