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 | $85,677 | $153,311-44.1% | $109,313-21.6% | $273,961-68.7% |
| Participation rate | 95.0% | 80.1%+14.9pp | 71.3%+23.7pp | 83.0%+12.0pp |
| Annual return | 4.08% | 29.86%-25.8pp | 22.07%-18.0pp | 41.45%-37.4pp |
| Employer contribution / active EE | $2,014 | $5,619-64.2% | $3,892-48.2% | $4,869-58.6% |
| Participant deferral / active EE | $4,821 | $3,932+22.6% | $3,166+52.3% | $5,287-8.8% |
| Admin fee / account holder | $3,893 | $8,076-51.8% | $5,666-31.3% | $10,132-61.6% |