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 | $50,146 | $54,541-8.1% | $78,778-36.3% | $70,131-28.5% |
| Participation rate | 85.4% | 60.8%+24.6pp | 69.2%+16.2pp | 69.5%+15.9pp |
| Annual return | 16.80% | 21.07%-4.3pp | 35.62%-18.8pp | 73.14%-56.3pp |
| Employer contribution / active EE | $1,427 | $1,089+31.1% | $1,986-28.1% | $2,342-39.1% |
| Participant deferral / active EE | $2,998 | $2,210+35.7% | $2,958+1.3% | $3,332-10.0% |
| Admin fee / account holder | $821 | $3,709-77.8% | $5,134-84.0% | $4,645-82.3% |