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 | $81,332 | $138,347-41.2% | $184,203-55.8% | $80,856+0.6% |
| Participation rate | 93.1% | 83.9%+9.2pp | 86.8%+6.3pp | 67.6%+25.5pp |
| Annual return | 13.36% | 20.02%-6.7pp | 28.81%-15.4pp | 35.59%-22.2pp |
| Employer contribution / active EE | $1,888 | $4,850-61.1% | $6,427-70.6% | $2,755-31.4% |
| Participant deferral / active EE | $5,408 | $7,071-23.5% | $9,131-40.8% | $4,296+25.9% |
| Admin fee / account holder | $806 | $10,483-92.3% | $13,901-94.2% | $6,918-88.4% |