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 | $51,141 | $81,460-37.2% | $103,333-50.5% | $80,856-36.8% |
| Participation rate | 92.8% | 66.8%+25.9pp | 74.5%+18.2pp | 67.6%+25.1pp |
| Annual return | 12.23% | 25.55%-13.3pp | 24.88%-12.6pp | 35.59%-23.4pp |
| Employer contribution / active EE | $1,653 | $3,105-46.8% | $3,868-57.3% | $2,755-40.0% |
| Participant deferral / active EE | $3,901 | $3,869+0.8% | $5,057-22.9% | $4,296-9.2% |
| Admin fee / account holder | $770 | $6,566-88.3% | $8,355-90.8% | $6,918-88.9% |