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 4-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 | $47,843 | $81,460-41.3% | $103,333-53.7% | $80,856-40.8% |
| Participation rate | 73.9% | 66.8%+7.1pp | 74.5%-0.6pp | 67.6%+6.3pp |
| Annual return | 16.10% | 25.55%-9.4pp | 24.88%-8.8pp | 35.59%-19.5pp |
| Employer contribution / active EE | $2,560 | $3,105-17.6% | $3,868-33.8% | $2,755-7.1% |
| Participant deferral / active EE | $5,986 | $3,869+54.7% | $5,057+18.4% | $4,296+39.3% |
| Admin fee / account holder | $592 | $6,566-91.0% | $8,355-92.9% | $6,918-91.4% |