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 | $73,192 | $99,341-26.3% | $84,750-13.6% | $273,961-73.3% |
| Participation rate | 94.1% | 80.7%+13.4pp | 76.6%+17.5pp | 83.0%+11.1pp |
| Annual return | 9.04% | 22.93%-13.9pp | 22.78%-13.7pp | 41.45%-32.4pp |
| Employer contribution / active EE | $1,176 | $4,214-72.1% | $3,574-67.1% | $4,869-75.8% |
| Participant deferral / active EE | $1,185 | $4,269-72.2% | $3,712-68.1% | $5,287-77.6% |
| Admin fee / account holder | $5,820 | $6,644-12.4% | $5,332+9.1% | $10,132-42.6% |