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 | $50,912 | $93,571-45.6% | $135,903-62.5% | $75,163-32.3% |
| Participation rate | 91.5% | 75.2%+16.3pp | 81.9%+9.6pp | 67.2%+24.3pp |
| Annual return | 38.94% | 30.90%+8.0pp | 68.23%-29.3pp | 160.62%-121.7pp |
| Employer contribution / active EE | $2,175 | $3,537-38.5% | $4,856-55.2% | $2,670-18.5% |
| Participant deferral / active EE | $5,842 | $6,404-8.8% | $7,758-24.7% | $4,125+41.6% |
| Admin fee / account holder | $3,032 | $6,975-56.5% | $10,762-71.8% | $5,651-46.3% |