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 | $38,725 | $99,341-61.0% | $84,750-54.3% | $273,961-85.9% |
| Participation rate | 87.5% | 80.7%+6.8pp | 76.6%+10.9pp | 83.0%+4.5pp |
| Annual return | 6.86% | 22.93%-16.1pp | 22.78%-15.9pp | 41.45%-34.6pp |
| Employer contribution / active EE | $4,167 | $4,214-1.1% | $3,574+16.6% | $4,869-14.4% |
| Participant deferral / active EE | $2,133 | $4,269-50.1% | $3,712-42.5% | $5,287-59.7% |
| Admin fee / account holder | $484 | $6,644-92.7% | $5,332-90.9% | $10,132-95.2% |