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 | $29,710 | $56,897-47.8% | $84,750-64.9% | $62,891-52.8% |
| Participation rate | 89.3% | 68.5%+20.7pp | 76.6%+12.7pp | 69.3%+20.0pp |
| Annual return | 8.82% | 6.30%+2.5pp | 22.78%-14.0pp | 20.14%-11.3pp |
| Employer contribution / active EE | $2,277 | $2,400-5.1% | $3,574-36.3% | $2,281-0.2% |
| Participant deferral / active EE | $4,199 | $2,709+55.0% | $3,712+13.1% | $3,203+31.1% |
| Admin fee / account holder | $2,251 | $3,581-37.1% | $5,332-57.8% | $4,296-47.6% |