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 | $59,061 | $86,929-32.1% | $102,423-42.3% | $80,856-27.0% |
| Participation rate | 96.9% | 72.4%+24.5pp | 76.5%+20.4pp | 67.6%+29.3pp |
| Annual return | 12.46% | 18.88%-6.4pp | 29.32%-16.9pp | 35.59%-23.1pp |
| Employer contribution / active EE | $3,383 | $2,369+42.8% | $3,023+11.9% | $2,755+22.8% |
| Participant deferral / active EE | $5,737 | $4,118+39.3% | $5,053+13.5% | $4,296+33.5% |
| Admin fee / account holder | $4,334 | $8,049-46.2% | $9,451-54.1% | $6,918-37.3% |