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 | $76,600 | $53,777+42.4% | $134,143-42.9% | $79,858-4.1% |
| Participation rate | 94.4% | 58.8%+35.7pp | 72.2%+22.3pp | 69.6%+24.8pp |
| Annual return | 14.17% | 19.01%-4.8pp | 36.33%-22.2pp | 31.71%-17.5pp |
| Employer contribution / active EE | $1,787 | $1,321+35.3% | $3,704-51.7% | $2,471-27.7% |
| Participant deferral / active EE | $4,878 | $2,420+101.6% | $3,499+39.4% | $3,740+30.4% |
| Admin fee / account holder | $4,460 | $3,984+11.9% | $6,684-33.3% | $5,306-15.9% |