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 | $58,918 | $99,341-40.7% | $84,750-30.5% | $273,961-78.5% |
| Participation rate | 93.3% | 80.7%+12.6pp | 76.6%+16.7pp | 83.0%+10.3pp |
| Annual return | 6.89% | 22.93%-16.0pp | 22.78%-15.9pp | 41.45%-34.6pp |
| Employer contribution / active EE | $2,409 | $4,214-42.8% | $3,574-32.6% | $4,869-50.5% |
| Participant deferral / active EE | $4,261 | $4,269-0.2% | $3,712+14.8% | $5,287-19.4% |
| Admin fee / account holder | $7,738 | $6,644+16.5% | $5,332+45.1% | $10,132-23.6% |