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 6-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 | $57,785 | $60,892-5.1% | $82,389-29.9% | $84,808-31.9% |
| Participation rate | 90.2% | 63.3%+27.0pp | 69.5%+20.7pp | 68.3%+21.9pp |
| Annual return | 21.76% | 37.29%-15.5pp | 28.67%-6.9pp | 40.90%-19.1pp |
| Employer contribution / active EE | $2,937 | $1,779+65.1% | $2,517+16.7% | $2,631+11.6% |
| Participant deferral / active EE | $3,730 | $3,179+17.3% | $4,155-10.2% | $4,212-11.4% |
| Admin fee / account holder | $797 | $5,467-85.4% | $7,231-89.0% | $7,344-89.1% |