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 | $28,101 | $67,411-58.3% | $91,001-69.1% | $70,131-59.9% |
| Participation rate | 96.6% | 71.4%+25.2pp | 75.6%+21.0pp | 69.5%+27.0pp |
| Annual return | 29.32% | -40.16%+69.5pp | 4.60%+24.7pp | 73.14%-43.8pp |
| Employer contribution / active EE | $1,490 | $1,786-16.6% | $2,456-39.3% | $2,342-36.4% |
| Participant deferral / active EE | $3,311 | $2,823+17.3% | $3,547-6.7% | $3,332-0.6% |
| Admin fee / account holder | $1,758 | $4,236-58.5% | $5,417-67.5% | $4,645-62.2% |