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 | $60,587 | $93,571-35.2% | $135,903-55.4% | $75,163-19.4% |
| Participation rate | 88.0% | 75.2%+12.8pp | 81.9%+6.1pp | 67.2%+20.8pp |
| Annual return | 18.77% | 30.90%-12.1pp | 68.23%-49.5pp | 160.62%-141.8pp |
| Employer contribution / active EE | $3,160 | $3,537-10.6% | $4,856-34.9% | $2,670+18.4% |
| Participant deferral / active EE | $5,572 | $6,404-13.0% | $7,758-28.2% | $4,125+35.1% |
| Admin fee / account holder | $3,953 | $6,975-43.3% | $10,762-63.3% | $5,651-30.0% |