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 | $57,700 | $58,523-1.4% | $99,443-42.0% | $72,985-20.9% |
| Participation rate | 86.8% | 64.6%+22.1pp | 73.8%+12.9pp | 69.5%+17.3pp |
| Annual return | 19.57% | 28.51%-8.9pp | 30.72%-11.2pp | 81.00%-61.4pp |
| Employer contribution / active EE | $1,825 | $1,512+20.7% | $2,540-28.1% | $2,440-25.2% |
| Participant deferral / active EE | $3,455 | $2,606+32.6% | $3,619-4.5% | $3,607-4.2% |
| Admin fee / account holder | $8,415 | $4,102+105.1% | $6,250+34.6% | $5,124+64.2% |