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 | $69,678 | $101,724-31.5% | $164,813-57.7% | $80,856-13.8% |
| Participation rate | 96.2% | 71.8%+24.3pp | 78.6%+17.6pp | 67.6%+28.5pp |
| Annual return | 11.34% | 16.72%-5.4pp | 69.93%-58.6pp | 35.59%-24.3pp |
| Employer contribution / active EE | $1,183 | $2,953-59.9% | $4,341-72.7% | $2,755-57.1% |
| Participant deferral / active EE | $4,971 | $4,477+11.0% | $6,031-17.6% | $4,296+15.7% |
| Admin fee / account holder | $3,167 | $8,227-61.5% | $12,690-75.0% | $6,918-54.2% |