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 | $59,855 | $105,630-43.3% | $87,507-31.6% | $273,961-78.2% |
| Participation rate | 92.9% | 78.2%+14.7pp | 73.8%+19.0pp | 83.0%+9.8pp |
| Annual return | 3.79% | 12.25%-8.5pp | 12.21%-8.4pp | 41.45%-37.7pp |
| Employer contribution / active EE | $4,697 | $3,141+49.6% | $2,550+84.2% | $4,869-3.5% |
| Participant deferral / active EE | $5,750 | $3,601+59.7% | $3,149+82.6% | $5,287+8.8% |
| Admin fee / account holder | $1,843 | $4,781-61.5% | $4,221-56.3% | $10,132-81.8% |