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 | $51,448 | $90,745-43.3% | $130,231-60.5% | $75,163-31.6% |
| Participation rate | 97.4% | 71.1%+26.3pp | 76.3%+21.1pp | 67.2%+30.2pp |
| Annual return | 24.86% | 34.45%-9.6pp | 38.77%-13.9pp | 160.62%-135.8pp |
| Employer contribution / active EE | $2,732 | $3,314-17.6% | $4,126-33.8% | $2,670+2.3% |
| Participant deferral / active EE | $4,006 | $5,362-25.3% | $6,799-41.1% | $4,125-2.9% |
| Admin fee / account holder | $3,185 | $6,331-49.7% | $6,020-47.1% | $5,651-43.6% |