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 | $57,350 | $81,460-29.6% | $103,333-44.5% | $80,856-29.1% |
| Participation rate | 95.6% | 66.8%+28.7pp | 74.5%+21.1pp | 67.6%+28.0pp |
| Annual return | 14.63% | 25.55%-10.9pp | 24.88%-10.3pp | 35.59%-21.0pp |
| Employer contribution / active EE | $1,951 | $3,105-37.2% | $3,868-49.6% | $2,755-29.2% |
| Participant deferral / active EE | $5,650 | $3,869+46.0% | $5,057+11.7% | $4,296+31.5% |
| Admin fee / account holder | $5,034 | $6,566-23.3% | $8,355-39.7% | $6,918-27.2% |