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 | $68,653 | $82,882-17.2% | $127,761-46.3% | $72,985-5.9% |
| Participation rate | 96.7% | 71.5%+25.2pp | 79.0%+17.7pp | 69.5%+27.2pp |
| Annual return | 26.57% | 32.20%-5.6pp | 26.14%+0.4pp | 81.00%-54.4pp |
| Employer contribution / active EE | $2,742 | $3,346-18.0% | $4,574-40.0% | $2,440+12.4% |
| Participant deferral / active EE | $4,825 | $4,791+0.7% | $6,021-19.9% | $3,607+33.7% |
| Admin fee / account holder | $3,340 | $6,487-48.5% | $9,395-64.5% | $5,124-34.8% |