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 | $84,233 | $59,839+40.8% | $81,983+2.7% | $79,858+5.5% |
| Participation rate | 96.3% | 61.6%+34.7pp | 69.2%+27.0pp | 69.6%+26.7pp |
| Annual return | 18.42% | 17.56%+0.9pp | 41.31%-22.9pp | 31.71%-13.3pp |
| Employer contribution / active EE | $1,446 | $1,713-15.6% | $2,498-42.1% | $2,471-41.5% |
| Participant deferral / active EE | $5,563 | $2,695+106.4% | $3,722+49.4% | $3,740+48.7% |
| Admin fee / account holder | $3,736 | $4,287-12.9% | $5,664-34.0% | $5,306-29.6% |