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 | $31,379 | $60,022-47.7% | $88,946-64.7% | $84,808-63.0% |
| Participation rate | 96.2% | 57.8%+38.4pp | 68.8%+27.4pp | 68.3%+27.9pp |
| Annual return | 18.12% | 22.43%-4.3pp | 57.82%-39.7pp | 40.90%-22.8pp |
| Employer contribution / active EE | $2,630 | $1,703+54.4% | $2,555+2.9% | $2,6310% |
| Participant deferral / active EE | $6,325 | $3,114+103.1% | $4,581+38.1% | $4,212+50.2% |
| Admin fee / account holder | $2,792 | $4,811-42.0% | $8,261-66.2% | $7,344-62.0% |