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 | $53,544 | $72,012-25.6% | $185,823-71.2% | $79,858-33.0% |
| Participation rate | 96.8% | 65.8%+31.0pp | 78.0%+18.7pp | 69.6%+27.1pp |
| Annual return | 14.89% | 23.12%-8.2pp | 35.95%-21.1pp | 31.71%-16.8pp |
| Employer contribution / active EE | $399 | $1,965-79.7% | $4,087-90.2% | $2,471-83.9% |
| Participant deferral / active EE | $7,278 | $3,779+92.6% | $5,632+29.2% | $3,740+94.6% |
| Admin fee / account holder | $2,049 | $4,513-54.6% | $9,500-78.4% | $5,306-61.4% |