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 | $60,228 | $87,013-30.8% | $106,213-43.3% | $80,856-25.5% |
| Participation rate | 80.0% | 70.4%+9.6pp | 75.3%+4.7pp | 67.6%+12.4pp |
| Annual return | 22.95% | 17.05%+5.9pp | 116.14%-93.2pp | 35.59%-12.6pp |
| Employer contribution / active EE | $1,264 | $2,395-47.2% | $3,171-60.2% | $2,755-54.1% |
| Participant deferral / active EE | $2,600 | $3,986-34.8% | $5,016-48.2% | $4,296-39.5% |
| Admin fee / account holder | $549 | $8,431-93.5% | $11,033-95.0% | $6,918-92.1% |