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 | $55,591 | $118,450-53.1% | $98,439-43.5% | $139,434-60.1% |
| Participation rate | 84.6% | 77.4%+7.2pp | 75.2%+9.5pp | 80.3%+4.3pp |
| Annual return | 17.27% | 18.94%-1.7pp | 21.16%-3.9pp | 372.94%-355.7pp |
| Employer contribution / active EE | $1,117 | $3,609-69.1% | $3,048-63.4% | $4,751-76.5% |
| Participant deferral / active EE | $5,760 | $5,392+6.8% | $4,738+21.6% | $6,710-14.2% |
| Admin fee / account holder | $1,208 | $14,026-91.4% | $8,948-86.5% | $11,403-89.4% |