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 | $57,230 | $80,717-29.1% | $154,803-63.0% | $84,808-32.5% |
| Participation rate | 91.2% | 66.8%+24.4pp | 78.1%+13.1pp | 68.3%+22.9pp |
| Annual return | 13.25% | 37.96%-24.7pp | 58.88%-45.6pp | 40.90%-27.7pp |
| Employer contribution / active EE | $2,093 | $2,761-24.2% | $4,305-51.4% | $2,631-20.4% |
| Participant deferral / active EE | $5,808 | $3,303+75.8% | $5,540+4.8% | $4,212+37.9% |
| Admin fee / account holder | $6,139 | $6,746-9.0% | $14,329-57.2% | $7,344-16.4% |