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 | $36,117 | $60,444-40.2% | $68,948-47.6% | $82,448-56.2% |
| Participation rate | 88.5% | 73.6%+14.9pp | 79.2%+9.3pp | 68.1%+20.4pp |
| Annual return | 16.54% | 15.42%+1.1pp | 28.39%-11.8pp | 41.64%-25.1pp |
| Employer contribution / active EE | $1,874 | $3,449-45.7% | $4,165-55.0% | $2,551-26.5% |
| Participant deferral / active EE | $3,313 | $3,658-9.4% | $6,186-46.4% | $4,139-20.0% |
| Admin fee / account holder | $2,743 | $6,421-57.3% | $7,539-63.6% | $7,234-62.1% |