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 | $59,688 | $76,367-21.8% | $93,606-36.2% | $72,985-18.2% |
| Participation rate | 90.3% | 71.7%+18.6pp | 75.8%+14.5pp | 69.5%+20.8pp |
| Annual return | 20.96% | 25.82%-4.9pp | 32.76%-11.8pp | 81.00%-60.0pp |
| Employer contribution / active EE | $1,465 | $2,275-35.6% | $2,718-46.1% | $2,440-40.0% |
| Participant deferral / active EE | $3,610 | $3,538+2.1% | $4,069-11.3% | $3,607+0.1% |
| Admin fee / account holder | $704 | $6,838-89.7% | $7,888-91.1% | $5,124-86.3% |