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 | $47,384 | $57,590-17.7% | $86,233-45.1% | $82,448-42.5% |
| Participation rate | 79.1% | 57.9%+21.2pp | 69.0%+10.1pp | 68.1%+11.0pp |
| Annual return | 18.65% | 22.41%-3.8pp | 61.39%-42.7pp | 41.64%-23.0pp |
| Employer contribution / active EE | $1,174 | $1,655-29.1% | $2,504-53.1% | $2,551-54.0% |
| Participant deferral / active EE | $2,902 | $3,080-5.8% | $4,559-36.4% | $4,139-29.9% |
| Admin fee / account holder | $1,173 | $4,730-75.2% | $8,342-85.9% | $7,234-83.8% |