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 | $59,742 | $95,803-37.6% | $113,168-47.2% | $84,808-29.6% |
| Participation rate | 81.4% | 72.9%+8.5pp | 76.6%+4.8pp | 68.3%+13.1pp |
| Annual return | 13.80% | 25.00%-11.2pp | 24.27%-10.5pp | 40.90%-27.1pp |
| Employer contribution / active EE | $774 | $2,360-67.2% | $2,975-74.0% | $2,631-70.6% |
| Participant deferral / active EE | $5,381 | $4,242+26.8% | $5,107+5.4% | $4,212+27.8% |
| Admin fee / account holder | $2,590 | $8,989-71.2% | $12,068-78.5% | $7,344-64.7% |