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 | $108,293 | $72,012+50.4% | $185,823-41.7% | $79,858+35.6% |
| Participation rate | 97.0% | 65.8%+31.2pp | 78.0%+18.9pp | 69.6%+27.3pp |
| Annual return | 13.39% | 23.12%-9.7pp | 35.95%-22.6pp | 31.71%-18.3pp |
| Employer contribution / active EE | $794 | $1,965-59.6% | $4,087-80.6% | $2,471-67.9% |
| Participant deferral / active EE | $4,390 | $3,779+16.2% | $5,632-22.0% | $3,740+17.4% |
| Admin fee / account holder | $1,304 | $4,513-71.1% | $9,500-86.3% | $5,306-75.4% |