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 | $52,873 | $106,749-50.5% | $145,433-63.6% | $82,448-35.9% |
| Participation rate | 93.5% | 75.6%+17.9pp | 82.1%+11.4pp | 68.1%+25.5pp |
| Annual return | 20.77% | 27.59%-6.8pp | 66.58%-45.8pp | 41.64%-20.9pp |
| Employer contribution / active EE | $1,873 | $3,444-45.6% | $4,554-58.9% | $2,551-26.6% |
| Participant deferral / active EE | $7,756 | $6,519+19.0% | $7,897-1.8% | $4,139+87.4% |
| Admin fee / account holder | $2,661 | $8,390-68.3% | $13,129-79.7% | $7,234-63.2% |