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 | $65,634 | $58,851+11.5% | $115,157-43.0% | $72,985-10.1% |
| Participation rate | 97.8% | 65.5%+32.3pp | 75.9%+21.9pp | 69.5%+28.3pp |
| Annual return | 23.13% | 23.16%0pp | 35.60%-12.5pp | 81.00%-57.9pp |
| Employer contribution / active EE | $1,320 | $1,798-26.6% | $3,179-58.5% | $2,440-45.9% |
| Participant deferral / active EE | $0 | $2,643-100.0% | $4,168-100.0% | $3,607-100.0% |
| Admin fee / account holder | $2,011 | $6,370-68.4% | $7,088-71.6% | $5,124-60.8% |