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 | $57,335 | $86,929-34.0% | $102,423-44.0% | $80,856-29.1% |
| Participation rate | 94.1% | 72.4%+21.7pp | 76.5%+17.6pp | 67.6%+26.5pp |
| Annual return | 26.22% | 18.88%+7.3pp | 29.32%-3.1pp | 35.59%-9.4pp |
| Employer contribution / active EE | $2,974 | $2,369+25.5% | $3,023-1.6% | $2,755+7.9% |
| Participant deferral / active EE | $6,312 | $4,118+53.3% | $5,053+24.9% | $4,296+46.9% |
| Admin fee / account holder | $3,585 | $8,049-55.5% | $9,451-62.1% | $6,918-48.2% |