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 | $28,301 | $73,933-61.7% | $96,683-70.7% | $75,163-62.3% |
| Participation rate | 91.4% | 66.4%+25.0pp | 74.3%+17.0pp | 67.2%+24.2pp |
| Annual return | 19.10% | 26.70%-7.6pp | 35.69%-16.6pp | 160.62%-141.5pp |
| Employer contribution / active EE | $2,015 | $2,928-31.2% | $3,737-46.1% | $2,670-24.5% |
| Participant deferral / active EE | $3,774 | $3,659+3.2% | $4,878-22.6% | $4,125-8.5% |
| Admin fee / account holder | $3,035 | $5,216-41.8% | $6,730-54.9% | $5,651-46.3% |