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 | $69,905 | $72,277-3.3% | $101,248-31.0% | $79,858-12.5% |
| Participation rate | 89.7% | 68.5%+21.3pp | 75.8%+13.9pp | 69.6%+20.1pp |
| Annual return | 14.94% | 22.30%-7.4pp | 46.47%-31.5pp | 31.71%-16.8pp |
| Employer contribution / active EE | $693 | $2,692-74.2% | $3,660-81.1% | $2,471-71.9% |
| Participant deferral / active EE | $6,931 | $3,282+111.2% | $4,370+58.6% | $3,740+85.3% |
| Admin fee / account holder | $16,510 | $4,400+275.2% | $5,945+177.7% | $5,306+211.1% |