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 | $42,342 | $86,929-51.3% | $102,423-58.7% | $80,856-47.6% |
| Participation rate | 70.7% | 72.4%-1.6pp | 76.5%-5.8pp | 67.6%+3.1pp |
| Annual return | 13.42% | 18.88%-5.5pp | 29.32%-15.9pp | 35.59%-22.2pp |
| Employer contribution / active EE | $1,470 | $2,369-38.0% | $3,023-51.4% | $2,755-46.6% |
| Participant deferral / active EE | $7,432 | $4,118+80.5% | $5,053+47.1% | $4,296+73.0% |
| Admin fee / account holder | $2,588 | $8,049-67.8% | $9,451-72.6% | $6,918-62.6% |