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 | $52,962 | $56,897-6.9% | $84,750-37.5% | $62,891-15.8% |
| Participation rate | 90.3% | 68.5%+21.8pp | 76.6%+13.7pp | 69.3%+21.0pp |
| Annual return | 6.97% | 6.30%+0.7pp | 22.78%-15.8pp | 20.14%-13.2pp |
| Employer contribution / active EE | $2,171 | $2,400-9.5% | $3,574-39.3% | $2,281-4.8% |
| Participant deferral / active EE | $5,086 | $2,709+87.7% | $3,712+37.0% | $3,203+58.8% |
| Admin fee / account holder | $1,395 | $3,581-61.0% | $5,332-73.8% | $4,296-67.5% |