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 | $48,380 | $57,016-15.1% | $84,966-43.1% | $80,856-40.2% |
| Participation rate | 97.0% | 56.3%+40.7pp | 67.5%+29.5pp | 67.6%+29.4pp |
| Annual return | 10.90% | 21.66%-10.8pp | 66.38%-55.5pp | 35.59%-24.7pp |
| Employer contribution / active EE | $1,247 | $1,798-30.6% | $2,727-54.3% | $2,755-54.7% |
| Participant deferral / active EE | $7,767 | $3,110+149.8% | $4,519+71.9% | $4,296+80.8% |
| Admin fee / account holder | $4,511 | $4,980-9.4% | $6,149-26.6% | $6,918-34.8% |