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 | $40,107 | $53,777-25.4% | $134,143-70.1% | $79,858-49.8% |
| Participation rate | 92.0% | 58.8%+33.2pp | 72.2%+19.8pp | 69.6%+22.4pp |
| Annual return | 14.28% | 19.01%-4.7pp | 36.33%-22.1pp | 31.71%-17.4pp |
| Employer contribution / active EE | $3,008 | $1,321+127.7% | $3,704-18.8% | $2,471+21.8% |
| Participant deferral / active EE | $5,007 | $2,420+106.9% | $3,499+43.1% | $3,740+33.9% |
| Admin fee / account holder | $5,710 | $3,984+43.3% | $6,684-14.6% | $5,306+7.6% |