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 | $79,102 | $123,793-36.1% | $177,821-55.5% | $79,858-0.9% |
| Participation rate | 96.0% | 84.7%+11.3pp | 87.7%+8.3pp | 69.6%+26.4pp |
| Annual return | 18.96% | 22.82%-3.9pp | 48.32%-29.4pp | 31.71%-12.8pp |
| Employer contribution / active EE | $3,732 | $4,095-8.9% | $5,918-36.9% | $2,471+51.0% |
| Participant deferral / active EE | $3,414 | $5,956-42.7% | $7,714-55.7% | $3,740-8.7% |
| Admin fee / account holder | $5,481 | $7,243-24.3% | $12,427-55.9% | $5,306+3.3% |