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 | $106,749-31.7% | $145,433-49.8% | $82,448-11.5% |
| Participation rate | 97.6% | 75.6%+21.9pp | 82.1%+15.4pp | 68.1%+29.5pp |
| Annual return | 16.36% | 27.59%-11.2pp | 66.58%-50.2pp | 41.64%-25.3pp |
| Employer contribution / active EE | $4,022 | $3,444+16.8% | $4,554-11.7% | $2,551+57.7% |
| Participant deferral / active EE | $10,034 | $6,519+53.9% | $7,897+27.1% | $4,139+142.4% |
| Admin fee / account holder | $5,756 | $8,390-31.4% | $13,129-56.2% | $7,234-20.4% |