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 | $45,824 | $95,803-52.2% | $113,168-59.5% | $84,808-46.0% |
| Participation rate | 93.2% | 72.9%+20.4pp | 76.6%+16.7pp | 68.3%+24.9pp |
| Annual return | 15.79% | 25.00%-9.2pp | 24.27%-8.5pp | 40.90%-25.1pp |
| Employer contribution / active EE | $1,969 | $2,360-16.6% | $2,975-33.8% | $2,631-25.2% |
| Participant deferral / active EE | $4,534 | $4,242+6.9% | $5,107-11.2% | $4,212+7.6% |
| Admin fee / account holder | $4,362 | $8,989-51.5% | $12,068-63.9% | $7,344-40.6% |