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 | $49,886 | $55,706-10.4% | $75,886-34.3% | $72,985-31.6% |
| Participation rate | 94.4% | 61.1%+33.3pp | 69.3%+25.2pp | 69.5%+25.0pp |
| Annual return | 26.39% | 27.59%-1.2pp | 30.76%-4.4pp | 81.00%-54.6pp |
| Employer contribution / active EE | $1,134 | $1,687-32.7% | $2,500-54.6% | $2,440-53.5% |
| Participant deferral / active EE | $5,957 | $2,634+126.2% | $3,603+65.3% | $3,607+65.1% |
| Admin fee / account holder | $4,863 | $3,978+22.2% | $5,418-10.2% | $5,124-5.1% |