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 3-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 | $66,197 | $106,584-37.9% | $101,326-34.7% | $142,382-53.5% |
| Participation rate | 90.9% | 82.7%+8.2pp | 81.5%+9.4pp | 80.1%+10.8pp |
| Annual return | 15.05% | 36.93%-21.9pp | 36.82%-21.8pp | 217.08%-202.0pp |
| Employer contribution / active EE | $2,194 | $3,956-44.5% | $3,665-40.1% | $4,299-49.0% |
| Participant deferral / active EE | $3,702 | $8,297-55.4% | $7,994-53.7% | $6,507-43.1% |
| Admin fee / account holder | $3,204 | $11,446-72.0% | $11,185-71.4% | $12,624-74.6% |