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 | $61,611 | $81,248-24.2% | $155,509-60.4% | $80,856-23.8% |
| Participation rate | 80.5% | 66.2%+14.3pp | 78.2%+2.3pp | 67.6%+12.8pp |
| Annual return | 17.40% | 33.31%-15.9pp | 64.67%-47.3pp | 35.59%-18.2pp |
| Employer contribution / active EE | $2,293 | $3,100-26.0% | $4,672-50.9% | $2,755-16.8% |
| Participant deferral / active EE | $8,477 | $3,452+145.6% | $5,626+50.7% | $4,296+97.3% |
| Admin fee / account holder | $4,705 | $7,997-41.2% | $15,912-70.4% | $6,918-32.0% |