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 | $63,442 | $64,348-1.4% | $90,160-29.6% | $70,131-9.5% |
| Participation rate | 95.8% | 70.4%+25.4pp | 76.9%+19.0pp | 69.5%+26.3pp |
| Annual return | 18.87% | 28.13%-9.3pp | 34.88%-16.0pp | 73.14%-54.3pp |
| Employer contribution / active EE | $838 | $2,046-59.0% | $3,318-74.7% | $2,342-64.2% |
| Participant deferral / active EE | $13,013 | $4,389+196.5% | $5,288+146.1% | $3,332+290.6% |
| Admin fee / account holder | $5,281 | $3,944+33.9% | $5,943-11.1% | $4,645+13.7% |