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 | $61,023 | $65,365-6.6% | $92,893-34.3% | $72,985-16.4% |
| Participation rate | 97.2% | 68.3%+28.9pp | 76.0%+21.2pp | 69.5%+27.7pp |
| Annual return | 19.94% | 42.10%-22.2pp | 109.41%-89.5pp | 81.00%-61.1pp |
| Employer contribution / active EE | $2,186 | $2,594-15.7% | $3,653-40.2% | $2,440-10.4% |
| Participant deferral / active EE | $6,789 | $3,128+117.0% | $4,236+60.3% | $3,607+88.2% |
| Admin fee / account holder | $3,118 | $4,251-26.7% | $5,794-46.2% | $5,124-39.2% |