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 | $51,431 | $99,341-48.2% | $84,750-39.3% | $273,961-81.2% |
| Participation rate | 90.9% | 80.7%+10.2pp | 76.6%+14.3pp | 83.0%+7.9pp |
| Annual return | 8.49% | 22.93%-14.4pp | 22.78%-14.3pp | 41.45%-33.0pp |
| Employer contribution / active EE | $1,733 | $4,214-58.9% | $3,574-51.5% | $4,869-64.4% |
| Participant deferral / active EE | $2,809 | $4,269-34.2% | $3,712-24.3% | $5,287-46.9% |
| Admin fee / account holder | $3,693 | $6,644-44.4% | $5,332-30.7% | $10,132-63.6% |