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 9-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 | $63,364 | $81,248-22.0% | $155,509-59.3% | $80,856-21.6% |
| Participation rate | 76.9% | 66.2%+10.7pp | 78.2%-1.3pp | 67.6%+9.3pp |
| Annual return | 11.66% | 33.31%-21.6pp | 64.67%-53.0pp | 35.59%-23.9pp |
| Employer contribution / active EE | $1,927 | $3,100-37.9% | $4,672-58.8% | $2,755-30.1% |
| Participant deferral / active EE | $4,146 | $3,452+20.1% | $5,626-26.3% | $4,296-3.5% |
| Admin fee / account holder | $3,990 | $7,997-50.1% | $15,912-74.9% | $6,918-42.3% |