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 | $66,609 | $104,251-36.1% | $91,001-26.8% | $147,584-54.9% |
| Participation rate | 94.7% | 78.2%+16.5pp | 75.6%+19.1pp | 82.8%+11.9pp |
| Annual return | 17.54% | 27.06%-9.5pp | 4.60%+12.9pp | 578.55%-561.0pp |
| Employer contribution / active EE | $1,587 | $3,116-49.0% | $2,456-35.4% | $4,876-67.4% |
| Participant deferral / active EE | $3,587 | $4,195-14.5% | $3,547+1.1% | $5,439-34.0% |
| Admin fee / account holder | $13,248 | $8,948+48.1% | $5,417+144.6% | $10,885+21.7% |