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 | $30,641 | $64,480-52.5% | $81,382-62.3% | $80,856-62.1% |
| Participation rate | 98.2% | 63.9%+34.4pp | 69.5%+28.8pp | 67.6%+30.6pp |
| Annual return | 15.92% | 16.34%-0.4pp | 24.73%-8.8pp | 35.59%-19.7pp |
| Employer contribution / active EE | $1,946 | $1,978-1.6% | $2,463-21.0% | $2,755-29.3% |
| Participant deferral / active EE | $3,647 | $3,094+17.9% | $3,883-6.1% | $4,296-15.1% |
| Admin fee / account holder | $1,680 | $5,671-70.4% | $5,768-70.9% | $6,918-75.7% |