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 | $51,048 | $88,707-42.5% | $74,183-31.2% | $273,961-81.4% |
| Participation rate | 76.9% | 79.4%-2.5pp | 76.6%+0.3pp | 83.0%-6.1pp |
| Annual return | 12.43% | 11.94%+0.5pp | 17.74%-5.3pp | 41.45%-29.0pp |
| Employer contribution / active EE | $1,381 | $3,159-56.3% | $2,370-41.7% | $4,869-71.6% |
| Participant deferral / active EE | $1,469 | $4,212-65.1% | $3,550-58.6% | $5,287-72.2% |
| Admin fee / account holder | $3,395 | $8,717-61.0% | $5,586-39.2% | $10,132-66.5% |