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 | $37,333 | $68,719-45.7% | $91,541-59.2% | $84,808-56.0% |
| Participation rate | 93.5% | 64.5%+29.0pp | 69.8%+23.8pp | 68.3%+25.2pp |
| Annual return | 17.43% | 19.12%-1.7pp | 20.50%-3.1pp | 40.90%-23.5pp |
| Employer contribution / active EE | $1,156 | $1,920-39.8% | $2,505-53.8% | $2,631-56.0% |
| Participant deferral / active EE | $2,810 | $3,136-10.4% | $4,008-29.9% | $4,212-33.3% |
| Admin fee / account holder | $2,135 | $5,786-63.1% | $6,956-69.3% | $7,344-70.9% |