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 | $52,841 | $81,460-35.1% | $103,333-48.9% | $80,856-34.6% |
| Participation rate | 91.0% | 66.8%+24.2pp | 74.5%+16.5pp | 67.6%+23.4pp |
| Annual return | 18.61% | 25.55%-6.9pp | 24.88%-6.3pp | 35.59%-17.0pp |
| Employer contribution / active EE | $2,014 | $3,105-35.2% | $3,868-47.9% | $2,755-26.9% |
| Participant deferral / active EE | $4,126 | $3,869+6.7% | $5,057-18.4% | $4,296-3.9% |
| Admin fee / account holder | $561 | $6,566-91.5% | $8,355-93.3% | $6,918-91.9% |