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 | $50,691 | $81,460-37.8% | $103,333-50.9% | $80,856-37.3% |
| Participation rate | 81.3% | 66.8%+14.4pp | 74.5%+6.7pp | 67.6%+13.6pp |
| Annual return | 13.79% | 25.55%-11.8pp | 24.88%-11.1pp | 35.59%-21.8pp |
| Employer contribution / active EE | $1,093 | $3,105-64.8% | $3,868-71.8% | $2,755-60.3% |
| Participant deferral / active EE | $2,109 | $3,869-45.5% | $5,057-58.3% | $4,296-50.9% |
| Admin fee / account holder | $1,215 | $6,566-81.5% | $8,355-85.5% | $6,918-82.4% |