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 | $81,949 | $57,590+42.3% | $86,233-5.0% | $82,448-0.6% |
| Participation rate | 91.3% | 57.9%+33.4pp | 69.0%+22.3pp | 68.1%+23.2pp |
| Annual return | 17.09% | 22.41%-5.3pp | 61.39%-44.3pp | 41.64%-24.6pp |
| Employer contribution / active EE | $761 | $1,655-54.0% | $2,504-69.6% | $2,551-70.2% |
| Participant deferral / active EE | $5,091 | $3,080+65.3% | $4,559+11.7% | $4,139+23.0% |
| Admin fee / account holder | $6,481 | $4,730+37.0% | $8,342-22.3% | $7,234-10.4% |