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 | $53,051 | $69,977-24.2% | $108,579-51.1% | $62,891-15.6% |
| Participation rate | 97.3% | 72.9%+24.4pp | 79.6%+17.8pp | 69.3%+28.0pp |
| Annual return | 5.51% | 10.73%-5.2pp | -51.70%+57.2pp | 20.14%-14.6pp |
| Employer contribution / active EE | $1,784 | $2,135-16.4% | $3,758-52.5% | $2,281-21.8% |
| Participant deferral / active EE | $1,790 | $3,165-43.4% | $4,311-58.5% | $3,203-44.1% |
| Admin fee / account holder | $2,265 | $5,076-55.4% | $7,645-70.4% | $4,296-47.3% |