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 | $80,085 | $58,851+36.1% | $115,157-30.5% | $72,985+9.7% |
| Participation rate | 93.3% | 65.5%+27.8pp | 75.9%+17.4pp | 69.5%+23.8pp |
| Annual return | 18.66% | 23.16%-4.5pp | 35.60%-16.9pp | 81.00%-62.3pp |
| Employer contribution / active EE | $2,418 | $1,798+34.5% | $3,179-23.9% | $2,440-0.9% |
| Participant deferral / active EE | $3,278 | $2,643+24.1% | $4,168-21.4% | $3,607-9.1% |
| Admin fee / account holder | $537 | $6,370-91.6% | $7,088-92.4% | $5,124-89.5% |