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 | $30,299 | $81,233-62.7% | $155,567-80.5% | $80,874-62.5% |
| Participation rate | 89.1% | 66.2%+22.9pp | 78.2%+10.9pp | 67.6%+21.4pp |
| Annual return | 11.38% | 33.33%-21.9pp | 64.74%-53.4pp | 35.62%-24.2pp |
| Employer contribution / active EE | $2,077 | $3,101-33.0% | $4,674-55.6% | $2,756-24.6% |
| Participant deferral / active EE | $3,751 | $3,452+8.6% | $5,628-33.4% | $4,297-12.7% |
| Admin fee / account holder | $8,234 | $7,998+3.0% | $15,916-48.3% | $6,935+18.7% |