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 | $51,737 | $59,839-13.5% | $81,983-36.9% | $79,858-35.2% |
| Participation rate | 81.5% | 61.6%+19.9pp | 69.2%+12.2pp | 69.6%+11.8pp |
| Annual return | 12.04% | 17.56%-5.5pp | 41.31%-29.3pp | 31.71%-19.7pp |
| Employer contribution / active EE | $1,024 | $1,713-40.3% | $2,498-59.0% | $2,471-58.6% |
| Participant deferral / active EE | $2,895 | $2,695+7.4% | $3,722-22.2% | $3,740-22.6% |
| Admin fee / account holder | $6,551 | $4,287+52.8% | $5,664+15.7% | $5,306+23.5% |