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 | $35,671 | $163,101-78.1% | $136,749-73.9% | $142,382-74.9% |
| Participation rate | 84.6% | 78.2%+6.4pp | 72.1%+12.5pp | 80.1%+4.5pp |
| Annual return | 13.88% | 27.54%-13.7pp | 24.33%-10.4pp | 217.08%-203.2pp |
| Employer contribution / active EE | $873 | $4,117-78.8% | $3,400-74.3% | $4,299-79.7% |
| Participant deferral / active EE | $2,611 | $5,585-53.2% | $4,692-44.3% | $6,507-59.9% |
| Admin fee / account holder | $1,792 | $14,318-87.5% | $11,386-84.3% | $12,624-85.8% |