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 | $68,455 | $51,708+32.4% | $106,619-35.8% | $62,891+8.8% |
| Participation rate | 86.2% | 66.9%+19.3pp | 78.0%+8.2pp | 69.3%+16.8pp |
| Annual return | 8.93% | 4.69%+4.2pp | 9.42%-0.5pp | 20.14%-11.2pp |
| Employer contribution / active EE | $1,897 | $1,764+7.6% | $3,947-51.9% | $2,281-16.8% |
| Participant deferral / active EE | $3,249 | $2,315+40.3% | $3,930-17.3% | $3,203+1.4% |
| Admin fee / account holder | $1,001 | $3,349-70.1% | $6,418-84.4% | $4,296-76.7% |