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 | $50,154 | $81,248-38.3% | $155,509-67.7% | $80,856-38.0% |
| Participation rate | 97.9% | 66.2%+31.6pp | 78.2%+19.7pp | 67.6%+30.2pp |
| Annual return | 13.42% | 33.31%-19.9pp | 64.67%-51.2pp | 35.59%-22.2pp |
| Employer contribution / active EE | $3,838 | $3,100+23.8% | $4,672-17.9% | $2,755+39.3% |
| Participant deferral / active EE | $6,190 | $3,452+79.3% | $5,626+10.0% | $4,296+44.1% |
| Admin fee / account holder | $3,172 | $7,997-60.3% | $15,912-80.1% | $6,918-54.1% |