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 | $42,325 | $58,627-27.8% | $76,735-44.8% | $82,448-48.7% |
| Participation rate | 89.0% | 63.2%+25.8pp | 69.5%+19.5pp | 68.1%+21.0pp |
| Annual return | 18.08% | 39.10%-21.0pp | 29.77%-11.7pp | 41.64%-23.6pp |
| Employer contribution / active EE | $1,700 | $1,729-1.7% | $2,454-30.7% | $2,551-33.3% |
| Participant deferral / active EE | $3,859 | $3,134+23.2% | $4,088-5.6% | $4,139-6.8% |
| Admin fee / account holder | $5,131 | $5,323-3.6% | $7,189-28.6% | $7,234-29.1% |