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 | $35,486 | $60,892-41.7% | $82,389-56.9% | $84,808-58.2% |
| Participation rate | 90.5% | 63.3%+27.2pp | 69.5%+20.9pp | 68.3%+22.2pp |
| Annual return | 15.90% | 37.29%-21.4pp | 28.67%-12.8pp | 40.90%-25.0pp |
| Employer contribution / active EE | $1,487 | $1,779-16.4% | $2,517-40.9% | $2,631-43.5% |
| Participant deferral / active EE | $3,564 | $3,179+12.1% | $4,155-14.2% | $4,212-15.4% |
| Admin fee / account holder | $1,723 | $5,467-68.5% | $7,231-76.2% | $7,344-76.5% |