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 | $37,471 | $53,777-30.3% | $134,143-72.1% | $79,858-53.1% |
| Participation rate | 85.7% | 58.8%+26.9pp | 72.2%+13.5pp | 69.6%+16.1pp |
| Annual return | 20.97% | 19.01%+2.0pp | 36.33%-15.4pp | 31.71%-10.7pp |
| Employer contribution / active EE | $2,122 | $1,321+60.6% | $3,704-42.7% | $2,471-14.1% |
| Participant deferral / active EE | $3,606 | $2,420+49.0% | $3,499+3.1% | $3,740-3.6% |
| Admin fee / account holder | $3,848 | $3,984-3.4% | $6,684-42.4% | $5,306-27.5% |