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 | $60,870 | $46,869+29.9% | $122,332-50.2% | $70,131-13.2% |
| Participation rate | 93.8% | 58.2%+35.7pp | 71.6%+22.2pp | 69.5%+24.3pp |
| Annual return | 14.72% | 24.22%-9.5pp | 30.27%-15.6pp | 73.14%-58.4pp |
| Employer contribution / active EE | $1,242 | $1,288-3.5% | $4,050-69.3% | $2,342-47.0% |
| Participant deferral / active EE | $1,193 | $2,166-45.0% | $3,287-63.7% | $3,332-64.2% |
| Admin fee / account holder | $3,926 | $3,322+18.2% | $5,478-28.3% | $4,645-15.5% |