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 | $62,295 | $87,013-28.4% | $106,213-41.3% | $80,856-23.0% |
| Participation rate | 86.7% | 70.4%+16.2pp | 75.3%+11.4pp | 67.6%+19.0pp |
| Annual return | 10.21% | 17.05%-6.8pp | 116.14%-105.9pp | 35.59%-25.4pp |
| Employer contribution / active EE | $1,805 | $2,395-24.6% | $3,171-43.1% | $2,755-34.5% |
| Participant deferral / active EE | $4,500 | $3,986+12.9% | $5,016-10.3% | $4,296+4.8% |
| Admin fee / account holder | $9,013 | $8,431+6.9% | $11,033-18.3% | $6,918+30.3% |