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 | $38,253 | $53,777-28.9% | $134,143-71.5% | $79,858-52.1% |
| Participation rate | 84.2% | 58.8%+25.4pp | 72.2%+12.0pp | 69.6%+14.6pp |
| Annual return | 14.67% | 19.01%-4.3pp | 36.33%-21.7pp | 31.71%-17.0pp |
| Employer contribution / active EE | $939 | $1,321-28.9% | $3,704-74.6% | $2,471-62.0% |
| Participant deferral / active EE | $3,255 | $2,420+34.5% | $3,499-7.0% | $3,740-13.0% |
| Admin fee / account holder | $7,525 | $3,984+88.9% | $6,684+12.6% | $5,306+41.8% |