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 | $111,699 | $73,787+51.4% | $98,716+13.2% | $82,448+35.5% |
| Participation rate | 87.1% | 61.4%+25.7pp | 69.3%+17.8pp | 68.1%+19.0pp |
| Annual return | 16.05% | 18.57%-2.5pp | 31.81%-15.8pp | 41.64%-25.6pp |
| Employer contribution / active EE | $738 | $1,511-51.2% | $2,279-67.6% | $2,551-71.1% |
| Participant deferral / active EE | $3,240 | $3,081+5.1% | $4,048-20.0% | $4,139-21.7% |
| Admin fee / account holder | $2,268 | $6,500-65.1% | $8,703-73.9% | $7,234-68.7% |