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 | $50,098 | $81,248-38.3% | $155,509-67.8% | $80,856-38.0% |
| Participation rate | 80.9% | 66.2%+14.6pp | 78.2%+2.7pp | 67.6%+13.2pp |
| Annual return | 11.59% | 33.31%-21.7pp | 64.67%-53.1pp | 35.59%-24.0pp |
| Employer contribution / active EE | $2,643 | $3,100-14.7% | $4,672-43.4% | $2,755-4.0% |
| Participant deferral / active EE | $3,455 | $3,452+0.1% | $5,626-38.6% | $4,296-19.6% |
| Admin fee / account holder | $3,601 | $7,997-55.0% | $15,912-77.4% | $6,918-48.0% |