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 | $49,360 | $180,028-72.6% | $138,135-64.3% | $158,922-68.9% |
| Participation rate | 87.5% | 82.2%+5.3pp | 78.7%+8.8pp | 82.0%+5.5pp |
| Annual return | 17.51% | 21.68%-4.2pp | 20.51%-3.0pp | 302.83%-285.3pp |
| Employer contribution / active EE | $1,232 | $7,470-83.5% | $5,587-77.9% | $4,761-74.1% |
| Participant deferral / active EE | $3,499 | $7,717-54.7% | $6,431-45.6% | $5,982-41.5% |
| Admin fee / account holder | $1,766 | $17,912-90.1% | $11,856-85.1% | $11,246-84.3% |