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 | $50,561 | $87,013-41.9% | $106,213-52.4% | $80,856-37.5% |
| Participation rate | 73.8% | 70.4%+3.4pp | 75.3%-1.5pp | 67.6%+6.2pp |
| Annual return | 11.81% | 17.05%-5.2pp | 116.14%-104.3pp | 35.59%-23.8pp |
| Employer contribution / active EE | $1,323 | $2,395-44.8% | $3,171-58.3% | $2,755-52.0% |
| Participant deferral / active EE | $3,717 | $3,986-6.7% | $5,016-25.9% | $4,296-13.5% |
| Admin fee / account holder | $8,919 | $8,431+5.8% | $11,033-19.2% | $6,918+28.9% |