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 | $69,588 | $99,341-30.0% | $84,750-17.9% | $273,961-74.6% |
| Participation rate | 90.9% | 80.7%+10.2pp | 76.6%+14.3pp | 83.0%+7.9pp |
| Annual return | 10.62% | 22.93%-12.3pp | 22.78%-12.2pp | 41.45%-30.8pp |
| Employer contribution / active EE | $1,442 | $4,214-65.8% | $3,574-59.7% | $4,869-70.4% |
| Participant deferral / active EE | $3,431 | $4,269-19.6% | $3,712-7.6% | $5,287-35.1% |
| Admin fee / account holder | $2,247 | $6,644-66.2% | $5,332-57.9% | $10,132-77.8% |