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 | $75,662 | $109,881-31.1% | $150,045-49.6% | $84,808-10.8% |
| Participation rate | 92.9% | 76.1%+16.8pp | 82.3%+10.5pp | 68.3%+24.5pp |
| Annual return | 40.45% | 28.25%+12.2pp | 62.55%-22.1pp | 40.90%-0.4pp |
| Employer contribution / active EE | $2,573 | $3,561-27.7% | $4,693-45.2% | $2,631-2.2% |
| Participant deferral / active EE | $6,788 | $6,636+2.3% | $7,997-15.1% | $4,212+61.2% |
| Admin fee / account holder | $578 | $8,568-93.3% | $13,435-95.7% | $7,344-92.1% |