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 | $59,394 | $58,851+0.9% | $115,157-48.4% | $72,985-18.6% |
| Participation rate | 88.2% | 65.5%+22.7pp | 75.9%+12.3pp | 69.5%+18.7pp |
| Annual return | 16.11% | 23.16%-7.0pp | 35.60%-19.5pp | 81.00%-64.9pp |
| Employer contribution / active EE | $3,499 | $1,798+94.6% | $3,179+10.1% | $2,440+43.4% |
| Participant deferral / active EE | $4,784 | $2,643+81.0% | $4,168+14.8% | $3,607+32.6% |
| Admin fee / account holder | $3,211 | $6,370-49.6% | $7,088-54.7% | $5,124-37.3% |