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 | $38,872 | $99,341-60.9% | $84,750-54.1% | $273,961-85.8% |
| Participation rate | 94.1% | 80.7%+13.4pp | 76.6%+17.5pp | 83.0%+11.1pp |
| Annual return | 3.48% | 22.93%-19.4pp | 22.78%-19.3pp | 41.45%-38.0pp |
| Employer contribution / active EE | $2,269 | $4,214-46.1% | $3,574-36.5% | $4,869-53.4% |
| Participant deferral / active EE | $5,070 | $4,269+18.8% | $3,712+36.6% | $5,287-4.1% |
| Admin fee / account holder | $1,274 | $6,644-80.8% | $5,332-76.1% | $10,132-87.4% |