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 | $60,539 | $138,347-56.2% | $184,203-67.1% | $80,856-25.1% |
| Participation rate | 96.2% | 83.9%+12.3pp | 86.8%+9.3pp | 67.6%+28.5pp |
| Annual return | 12.34% | 20.02%-7.7pp | 28.81%-16.5pp | 35.59%-23.3pp |
| Employer contribution / active EE | $3,191 | $4,850-34.2% | $6,427-50.3% | $2,755+15.8% |
| Participant deferral / active EE | $3,454 | $7,071-51.1% | $9,131-62.2% | $4,296-19.6% |
| Admin fee / account holder | $1,751 | $10,483-83.3% | $13,901-87.4% | $6,918-74.7% |