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 | $60,412 | $88,634-31.8% | $101,326-40.4% | $74,304-18.7% |
| Participation rate | 73.5% | 76.9%-3.3pp | 81.5%-8.0pp | 60.3%+13.2pp |
| Annual return | 19.36% | 33.10%-13.7pp | 36.82%-17.5pp | 29.43%-10.1pp |
| Employer contribution / active EE | $4,681 | $2,930+59.8% | $3,665+27.7% | $2,241+108.9% |
| Participant deferral / active EE | $6,652 | $7,322-9.2% | $7,994-16.8% | $3,767+76.6% |
| Admin fee / account holder | $4,695 | $2,425+93.6% | $11,185-58.0% | $2,969+58.2% |