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 8-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 | $43,757 | $81,460-46.3% | $103,333-57.7% | $80,856-45.9% |
| Participation rate | 93.8% | 66.8%+26.9pp | 74.5%+19.2pp | 67.6%+26.1pp |
| Annual return | 12.17% | 25.55%-13.4pp | 24.88%-12.7pp | 35.59%-23.4pp |
| Employer contribution / active EE | $2,023 | $3,105-34.8% | $3,868-47.7% | $2,755-26.6% |
| Participant deferral / active EE | $5,422 | $3,869+40.2% | $5,057+7.2% | $4,296+26.2% |
| Admin fee / account holder | $1,325 | $6,566-79.8% | $8,355-84.1% | $6,918-80.8% |