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 | $50,917 | $72,277-29.6% | $101,248-49.7% | $79,858-36.2% |
| Participation rate | 96.7% | 68.5%+28.2pp | 75.8%+20.9pp | 69.6%+27.0pp |
| Annual return | 16.96% | 22.30%-5.3pp | 46.47%-29.5pp | 31.71%-14.8pp |
| Employer contribution / active EE | $4,152 | $2,692+54.3% | $3,660+13.5% | $2,471+68.0% |
| Participant deferral / active EE | $1,430 | $3,282-56.4% | $4,370-67.3% | $3,740-61.8% |
| Admin fee / account holder | $3,024 | $4,400-31.3% | $5,945-49.1% | $5,306-43.0% |