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 | $50,148 | $113,339-55.8% | $94,993-47.2% | $147,584-66.0% |
| Participation rate | 80.0% | 78.0%+2.0pp | 73.9%+6.1pp | 82.8%-2.8pp |
| Annual return | 10.03% | 20.77%-10.7pp | 27.12%-17.1pp | 578.55%-568.5pp |
| Employer contribution / active EE | $522 | $3,160-83.5% | $2,603-79.9% | $4,876-89.3% |
| Participant deferral / active EE | $1,194 | $3,777-68.4% | $3,317-64.0% | $5,439-78.0% |
| Admin fee / account holder | $998 | $6,063-83.5% | $4,960-79.9% | $10,885-90.8% |