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 | $53,644 | $74,927-28.4% | $101,794-47.3% | $84,808-36.7% |
| Participation rate | 94.0% | 61.4%+32.6pp | 69.2%+24.9pp | 68.3%+25.7pp |
| Annual return | 12.96% | 18.70%-5.7pp | 30.53%-17.6pp | 40.90%-27.9pp |
| Employer contribution / active EE | $606 | $1,522-60.2% | $2,289-73.5% | $2,631-77.0% |
| Participant deferral / active EE | $5,477 | $3,099+76.7% | $4,084+34.1% | $4,212+30.0% |
| Admin fee / account holder | $4,928 | $6,514-24.3% | $8,777-43.8% | $7,344-32.9% |