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 | $42,963 | $56,897-24.5% | $84,750-49.3% | $62,891-31.7% |
| Participation rate | 97.3% | 68.5%+28.8pp | 76.6%+20.7pp | 69.3%+28.0pp |
| Annual return | 7.20% | 6.30%+0.9pp | 22.78%-15.6pp | 20.14%-12.9pp |
| Employer contribution / active EE | $1,044 | $2,400-56.5% | $3,574-70.8% | $2,281-54.2% |
| Participant deferral / active EE | $5,809 | $2,709+114.4% | $3,712+56.5% | $3,203+81.4% |
| Admin fee / account holder | $1,683 | $3,581-53.0% | $5,332-68.4% | $4,296-60.8% |