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 | $38,087 | $70,475-46.0% | $100,516-62.1% | $79,858-52.3% |
| Participation rate | 87.5% | 73.7%+13.8pp | 79.4%+8.1pp | 69.6%+17.9pp |
| Annual return | 13.96% | 21.90%-7.9pp | 30.89%-16.9pp | 31.71%-17.8pp |
| Employer contribution / active EE | $1,463 | $2,165-32.4% | $3,418-57.2% | $2,471-40.8% |
| Participant deferral / active EE | $6,592 | $5,181+27.2% | $6,270+5.1% | $3,740+76.3% |
| Admin fee / account holder | $3,473 | $4,478-22.4% | $8,081-57.0% | $5,306-34.5% |