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 | $56,912 | $109,881-48.2% | $150,045-62.1% | $84,808-32.9% |
| Participation rate | 90.4% | 76.1%+14.3pp | 82.3%+8.1pp | 68.3%+22.1pp |
| Annual return | 18.92% | 28.25%-9.3pp | 62.55%-43.6pp | 40.90%-22.0pp |
| Employer contribution / active EE | $2,872 | $3,561-19.3% | $4,693-38.8% | $2,631+9.2% |
| Participant deferral / active EE | $5,483 | $6,636-17.4% | $7,997-31.4% | $4,212+30.2% |
| Admin fee / account holder | $401 | $8,568-95.3% | $13,435-97.0% | $7,344-94.5% |