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 | $57,037 | $57,828-1.4% | $117,039-51.3% | $70,131-18.7% |
| Participation rate | 83.3% | 67.1%+16.2pp | 77.2%+6.1pp | 69.5%+13.8pp |
| Annual return | 16.63% | 17.55%-0.9pp | 18.95%-2.3pp | 73.14%-56.5pp |
| Employer contribution / active EE | $884 | $1,816-51.3% | $3,785-76.6% | $2,342-62.3% |
| Participant deferral / active EE | $1,705 | $2,438-30.1% | $3,929-56.6% | $3,332-48.8% |
| Admin fee / account holder | $1,287 | $3,548-63.7% | $5,974-78.5% | $4,645-72.3% |