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 | $63,080 | $81,460-22.6% | $103,333-39.0% | $80,856-22.0% |
| Participation rate | 97.3% | 66.8%+30.5pp | 74.5%+22.8pp | 67.6%+29.7pp |
| Annual return | 13.17% | 25.55%-12.4pp | 24.88%-11.7pp | 35.59%-22.4pp |
| Employer contribution / active EE | $5,760 | $3,105+85.5% | $3,868+48.9% | $2,755+109.1% |
| Participant deferral / active EE | $2,295 | $3,869-40.7% | $5,057-54.6% | $4,296-46.6% |
| Admin fee / account holder | $1,328 | $6,566-79.8% | $8,355-84.1% | $6,918-80.8% |