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 | $72,939 | $109,881-33.6% | $150,045-51.4% | $84,808-14.0% |
| Participation rate | 97.6% | 76.1%+21.5pp | 82.3%+15.2pp | 68.3%+29.2pp |
| Annual return | 16.36% | 28.25%-11.9pp | 62.55%-46.2pp | 40.90%-24.5pp |
| Employer contribution / active EE | $4,022 | $3,561+12.9% | $4,693-14.3% | $2,631+52.9% |
| Participant deferral / active EE | $10,034 | $6,636+51.2% | $7,997+25.5% | $4,212+138.3% |
| Admin fee / account holder | $5,756 | $8,568-32.8% | $13,435-57.2% | $7,344-21.6% |