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 | $53,462 | $81,460-34.4% | $103,333-48.3% | $80,856-33.9% |
| Participation rate | 91.7% | 66.8%+24.8pp | 74.5%+17.2pp | 67.6%+24.0pp |
| Annual return | 11.52% | 25.55%-14.0pp | 24.88%-13.4pp | 35.59%-24.1pp |
| Employer contribution / active EE | $3,719 | $3,105+19.8% | $3,868-3.8% | $2,755+35.0% |
| Participant deferral / active EE | $3,010 | $3,869-22.2% | $5,057-40.5% | $4,296-29.9% |
| Admin fee / account holder | $9,852 | $6,566+50.0% | $8,355+17.9% | $6,918+42.4% |