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 | $36,147 | $72,492-50.1% | $87,100-58.5% | $72,985-50.5% |
| Participation rate | 89.4% | 72.8%+16.6pp | 76.9%+12.5pp | 69.5%+19.9pp |
| Annual return | 21.56% | 24.46%-2.9pp | 28.19%-6.6pp | 81.00%-59.4pp |
| Employer contribution / active EE | $2,071 | $1,894+9.4% | $2,521-17.8% | $2,440-15.1% |
| Participant deferral / active EE | $3,788 | $3,270+15.9% | $4,049-6.4% | $3,607+5.0% |
| Admin fee / account holder | $2,760 | $5,055-45.4% | $7,497-63.2% | $5,124-46.1% |