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 | $31,916 | $53,777-40.7% | $134,143-76.2% | $79,858-60.0% |
| Participation rate | 88.4% | 58.8%+29.6pp | 72.2%+16.2pp | 69.6%+18.7pp |
| Annual return | 21.88% | 19.01%+2.9pp | 36.33%-14.5pp | 31.71%-9.8pp |
| Employer contribution / active EE | $1,384 | $1,321+4.8% | $3,704-62.6% | $2,471-44.0% |
| Participant deferral / active EE | $4,594 | $2,420+89.8% | $3,499+31.3% | $3,740+22.8% |
| Admin fee / account holder | $7,512 | $3,984+88.5% | $6,684+12.4% | $5,306+41.6% |