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 | $76,357 | $80,717-5.4% | $154,803-50.7% | $84,808-10.0% |
| Participation rate | 70.6% | 66.8%+3.8pp | 78.1%-7.5pp | 68.3%+2.3pp |
| Annual return | 18.69% | 37.96%-19.3pp | 58.88%-40.2pp | 40.90%-22.2pp |
| Employer contribution / active EE | $2,033 | $2,761-26.4% | $4,305-52.8% | $2,631-22.7% |
| Participant deferral / active EE | $3,856 | $3,303+16.7% | $5,540-30.4% | $4,212-8.4% |
| Admin fee / account holder | $3,156 | $6,746-53.2% | $14,329-78.0% | $7,344-57.0% |