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 | $50,206 | $89,753-44.1% | $107,525-53.3% | $84,808-40.8% |
| Participation rate | 90.3% | 68.1%+22.3pp | 75.1%+15.2pp | 68.3%+22.0pp |
| Annual return | 13.53% | 29.48%-15.9pp | 181.32%-167.8pp | 40.90%-27.4pp |
| Employer contribution / active EE | $3,606 | $3,113+15.8% | $3,754-3.9% | $2,631+37.0% |
| Participant deferral / active EE | $6,583 | $4,056+62.3% | $5,116+28.7% | $4,212+56.3% |
| Admin fee / account holder | $9,833 | $7,222+36.2% | $8,919+10.3% | $7,344+33.9% |