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 | $38,629 | $72,492-46.7% | $87,100-55.7% | $72,985-47.1% |
| Participation rate | 97.1% | 72.8%+24.3pp | 76.9%+20.3pp | 69.5%+27.7pp |
| Annual return | 19.52% | 24.46%-4.9pp | 28.19%-8.7pp | 81.00%-61.5pp |
| Employer contribution / active EE | $1,727 | $1,894-8.8% | $2,521-31.5% | $2,440-29.2% |
| Participant deferral / active EE | $2,868 | $3,270-12.3% | $4,049-29.2% | $3,607-20.5% |
| Admin fee / account holder | $3,159 | $5,055-37.5% | $7,497-57.9% | $5,124-38.3% |