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 | $54,758 | $101,724-46.2% | $164,813-66.8% | $80,856-32.3% |
| Participation rate | 96.0% | 71.8%+24.2pp | 78.6%+17.4pp | 67.6%+28.4pp |
| Annual return | 11.94% | 16.72%-4.8pp | 69.93%-58.0pp | 35.59%-23.7pp |
| Employer contribution / active EE | $3,431 | $2,953+16.2% | $4,341-20.9% | $2,755+24.6% |
| Participant deferral / active EE | $7,743 | $4,477+72.9% | $6,031+28.4% | $4,296+80.2% |
| Admin fee / account holder | $9,380 | $8,227+14.0% | $12,690-26.1% | $6,918+35.6% |