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 | $55,559 | $70,475-21.2% | $100,516-44.7% | $79,858-30.4% |
| Participation rate | 93.3% | 73.7%+19.7pp | 79.4%+13.9pp | 69.6%+23.7pp |
| Annual return | 13.86% | 21.90%-8.0pp | 30.89%-17.0pp | 31.71%-17.9pp |
| Employer contribution / active EE | $1,490 | $2,165-31.2% | $3,418-56.4% | $2,471-39.7% |
| Participant deferral / active EE | $3,867 | $5,181-25.4% | $6,270-38.3% | $3,740+3.4% |
| Admin fee / account holder | $3,472 | $4,478-22.5% | $8,081-57.0% | $5,306-34.6% |