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 | $64,471 | $72,012-10.5% | $185,823-65.3% | $79,858-19.3% |
| Participation rate | 91.5% | 65.8%+25.7pp | 78.0%+13.5pp | 69.6%+21.9pp |
| Annual return | 12.20% | 23.12%-10.9pp | 35.95%-23.8pp | 31.71%-19.5pp |
| Employer contribution / active EE | $1,352 | $1,965-31.2% | $4,087-66.9% | $2,471-45.3% |
| Participant deferral / active EE | $4,623 | $3,779+22.3% | $5,632-17.9% | $3,740+23.6% |
| Admin fee / account holder | $7,359 | $4,513+63.1% | $9,500-22.5% | $5,306+38.7% |